MorganRosel Wealth Management’s Owens Corning OC Stock Holding History

MorganRosel Wealth Management’s Portfolio OC Stock Details OC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-3,468	Closed	-$495K	–	375
2025 Q1	$495K	Sell	3,468 -1,344	-28%	-$222K	0.15%	83
2024 Q4	$820K	Buy	4,812 +1,368	+40%	+$256K	0.27%	67
2024 Q3	$608K	Sell	3,444 -2,701	-44%	-$455K	0.2%	75
2024 Q2	$1.07M	Sell	6,145 -97	-2%	-$16.8K	0.38%	47
2024 Q1	$1.04M	Sell	6,242 -2,238	-26%	-$341K	0.37%	50
2023 Q4	$1.26M	Buy	8,480 +1,081	+15%	+$143K	0.49%	34
2023 Q3	$1.01M	Buy	7,399 +1,560	+27%	+$214K	0.42%	39
2023 Q2	$762K	Buy	+5,839	New	+$640K	0.31%	62

Other funds holding OC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

MorganRosel Wealth Management's OC Position: Q2 2025 in Review

MorganRosel Wealth Management sold out of Owens Corning (OC) in Q2 2025, closing a stake of 3,468 shares — an estimated $495K sold.

MorganRosel Wealth Management first reported a position in OC in Q2 2023 and held it in 8 quarters. The position peaked at $1.26M in Q4 2023. 702 funds tracked by Wall St. Rank hold OC as of Q2 2025.

MorganRosel Wealth Management reported no remaining Owens Corning position as of Q2 2025 after selling out during the quarter.
MorganRosel Wealth Management sold 3,468 Owens Corning shares in Q2 2025, an estimated $495K.
MorganRosel Wealth Management first reported a position in Owens Corning in Q2 2023 and held it in 8 quarters.
MorganRosel Wealth Management's Owens Corning position peaked at $1.26M in Q4 2023.
702 funds tracked by Wall St. Rank held Owens Corning as of Q2 2025.

Based on MorganRosel Wealth Management's 13F filing for Q2 2025, filed 1 Aug 2025.