Mercer Global Advisors
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Mercer Global Advisors’s Orion OEC Stock Holding History

Mercer Global Advisors’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 		$675K Buy
103,899
+31,328
+43% +$185K ﹤0.01% 1781
2025
Q4 		$383K Buy
72,571
+17,166
+31% +$93.1K ﹤0.01% 2053
2025
Q3 		$420K Buy
55,405
+4,408
+9% +$44.6K ﹤0.01% 1864
2025
Q2 		$535K Buy
50,997
+4,226
+9% +$47.8K ﹤0.01% 1539
2025
Q1 		$605K Buy
46,771
+189
+0.4% +$2.67K ﹤0.01% 1365
2024
Q4 		$736K Sell
46,582
-222
-0.5% -$3.75K ﹤0.01% 1243
2024
Q3 		$834K Buy
46,804
+5,250
+13% +$101K ﹤0.01% 1087
2024
Q2 		$912K Sell
41,554
-281
-0.7% -$6.76K ﹤0.01% 1006
2024
Q1 		$984K Hold
41,835
– – ﹤0.01% 974
2023
Q4 		$1.16M Sell
41,835
-31
-0.1% -$711 ﹤0.01% 916
2023
Q3 		$891K Buy
41,866
+6,540
+19% +$143K ﹤0.01% 987
2023
Q2 		$750K Buy
35,326
+292
+0.8% +$7.04K ﹤0.01% 1058
2023
Q1 		$914K Hold
35,034
– – ﹤0.01% 952
2022
Q4 		$624K Buy
35,034
+31
+0.1% +$521 ﹤0.01% 1106
2022
Q3 		$467K Buy
35,003
+5,347
+18% +$86.9K ﹤0.01% 1162
2022
Q2 		$461K Hold
29,656
– – ﹤0.01% 1188
2022
Q1 		$474K Buy
29,656
+6,660
+29% +$115K ﹤0.01% 1260
2021
Q4 		$410K Hold
22,996
– – ﹤0.01% 1310
2021
Q3 		$419K Buy
22,996
+9,832
+75% +$176K ﹤0.01% 1262
2021
Q2 		$250K Hold
13,164
– – ﹤0.01% 1464
2021
Q1 		$260K Hold
13,164
– – ﹤0.01% 1380
2020
Q4 		$226K Hold
13,164
– – ﹤0.01% 1187
2020
Q3 		$165K Buy
+13,164
New +$158K ﹤0.01% 1138

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

Mercer Global Advisors's OEC Position: Q1 2026 in Review

Mercer Global Advisors increased its Orion (OEC) stake by 43% in Q1 2026, buying an estimated $185K and bringing the position to 103,899 shares worth $675K. The position accounts for ﹤0.01% of the portfolio, ranked #1781.

Mercer Global Advisors first reported a position in OEC in Q3 2020 and has held it in 23 quarters since. The position peaked at $1.16M in Q4 2023. 180 funds tracked by Wall St. Rank hold OEC as of Q1 2026.

  • Mercer Global Advisors held 103,899 shares of Orion worth $675K as of Q1 2026.
  • Mercer Global Advisors bought 31,328 Orion shares in Q1 2026, an estimated $185K.
  • Orion made up ﹤0.01% of Mercer Global Advisors's portfolio in Q1 2026, its #1781 holding.
  • Mercer Global Advisors first reported a position in Orion in Q3 2020 and has held it in 23 quarters since.
  • Mercer Global Advisors's Orion position peaked at $1.16M in Q4 2023.
  • 180 funds tracked by Wall St. Rank held Orion as of Q1 2026.

Based on Mercer Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.