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
Q2 		$892K Buy
134,540
+30,641
+29% +$220K ﹤0.01% 1831
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 $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

Mercer Global Advisors's OEC Position: Q2 2026 in Review

Mercer Global Advisors increased its Orion (OEC) stake by 29% in Q2 2026, buying an estimated $220K and bringing the position to 134,540 shares worth $892K. The position accounts for ﹤0.01% of the portfolio, ranked #1831.

Mercer Global Advisors first reported a position in OEC in Q3 2020 and has held it in 24 quarters since. The position peaked at $1.16M in Q4 2023. 187 funds tracked by Wall St. Rank hold OEC as of Q2 2026.

  • Mercer Global Advisors held 134,540 shares of Orion worth $892K as of Q2 2026.
  • Mercer Global Advisors bought 30,641 Orion shares in Q2 2026, an estimated $220K.
  • Orion made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #1831 holding.
  • Mercer Global Advisors first reported a position in Orion in Q3 2020 and has held it in 24 quarters since.
  • Mercer Global Advisors's Orion position peaked at $1.16M in Q4 2023.
  • 187 funds tracked by Wall St. Rank held Orion as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.