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MassMutual Private Wealth & Trust’s Orion OEC Stock Holding History

MassMutual Private Wealth & Trust’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
Q2 		$431 Hold
65
– – ﹤0.01% 2293
2026
Q1 		$423 Hold
65
– – ﹤0.01% 2256
2025
Q4 		$343 Buy
+65
New +$353 ﹤0.01% 2281

Other funds holding OEC

Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DCM
Divisar Capital Management San Francisco, California $434M AUM 170.22% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

MassMutual Private Wealth & Trust's OEC Position: Q2 2026 in Review

MassMutual Private Wealth & Trust held its Orion (OEC) position steady in Q2 2026 at 65 shares worth $431. The position accounts for ﹤0.01% of the portfolio, ranked #2293.

MassMutual Private Wealth & Trust first reported a position in OEC in Q4 2025 and has held it in 3 quarters since. 187 funds tracked by Wall St. Rank hold OEC as of Q2 2026.

  • MassMutual Private Wealth & Trust held 65 shares of Orion worth $431 as of Q2 2026.
  • MassMutual Private Wealth & Trust left its Orion share count unchanged in Q2 2026.
  • Orion made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #2293 holding.
  • MassMutual Private Wealth & Trust first reported a position in Orion in Q4 2025 and has held it in 3 quarters since.
  • 187 funds tracked by Wall St. Rank held Orion as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.