MCM
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MAI Capital Management’s Orion OEC Stock Holding History

MAI Capital Management’s Portfolio OEC Stock Details OEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$17.3K Buy
2,660
+2,560
+2,560% +$15.1K ﹤0.01% 2876
2025
Q4 		$528 Buy
+100
New +$542 ﹤0.01% 3812
2025
Q3 		– Sell
-70
Closed -$735 – 4039
2025
Q2 		$735 Buy
+70
New +$792 ﹤0.01% 3696

Other funds holding OEC

Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DCM
Divisar Capital Management San Francisco, California $392M AUM 108.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MAI Capital Management's OEC Position: Q1 2026 in Review

MAI Capital Management increased its Orion (OEC) stake by 2,560% in Q1 2026, buying an estimated $15.1K and bringing the position to 2,660 shares worth $17.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2876.

MAI Capital Management first reported a position in OEC in Q2 2025 and has held it in 3 quarters since. 180 funds tracked by Wall St. Rank hold OEC as of Q1 2026.

  • MAI Capital Management held 2,660 shares of Orion worth $17.3K as of Q1 2026.
  • MAI Capital Management bought 2,560 Orion shares in Q1 2026, an estimated $15.1K.
  • Orion made up ﹤0.01% of MAI Capital Management's portfolio in Q1 2026, its #2876 holding.
  • MAI Capital Management first reported a position in Orion in Q2 2025 and has held it in 3 quarters since.
  • 180 funds tracked by Wall St. Rank held Orion as of Q1 2026.

Based on MAI Capital Management's 13F filing for Q1 2026, filed 15 May 2026.