Nisa Investment Advisors
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Nisa Investment Advisors’s Orion OEC Stock Holding History

Nisa Investment 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 		$2.45K Buy
368
+38
+12% +$273 ﹤0.01% 2730
2026
Q1 		$2.15K Buy
330
+101
+44% +$598 ﹤0.01% 2606
2025
Q4 		$1.22K Sell
229
-425
-65% -$2.31K ﹤0.01% 2690
2025
Q3 		$5.01K Sell
654
-1,748
-73% -$17.7K ﹤0.01% 2440
2025
Q2 		$25.2K Sell
2,402
-664
-22% -$7.51K ﹤0.01% 1831
2025
Q1 		$39.7K Sell
3,066
-100
-3% -$1.41K ﹤0.01% 1652
2024
Q4 		$50.1K Buy
3,166
+198
+7% +$3.35K ﹤0.01% 1683
2024
Q3 		$52.9K Buy
2,968
+77
+3% +$1.48K ﹤0.01% 1632
2024
Q2 		$63.5K Buy
2,891
+40
+1% +$963 ﹤0.01% 1595
2024
Q1 		$67.1K Buy
2,851
+50
+2% +$1.16K ﹤0.01% 1581
2023
Q4 		$77.7K Hold
2,801
– – ﹤0.01% 1510
2023
Q3 		$59.6K Hold
2,801
– – ﹤0.01% 1670
2023
Q2 		$59.4K Hold
2,801
– – ﹤0.01% 1693
2023
Q1 		$73K Sell
2,801
-600
-18% -$13.6K ﹤0.01% 1600
2022
Q4 		$61K Hold
3,401
– – ﹤0.01% 1713
2022
Q3 		$54K Buy
3,401
+51
+2% +$829 ﹤0.01% 1717
2022
Q2 		$52K Hold
3,350
– – ﹤0.01% 1722
2022
Q1 		$53K Hold
3,350
– – ﹤0.01% 1825
2021
Q4 		$57K Hold
3,350
– – ﹤0.01% 1694
2021
Q3 		$61K Hold
3,350
– – ﹤0.01% 1887
2021
Q2 		$64K Hold
3,350
– – ﹤0.01% 1871
2021
Q1 		$66K Hold
3,350
– – ﹤0.01% 1923
2020
Q4 		$57K Buy
3,350
+400
+14% +$6.1K ﹤0.01% 1961
2020
Q3 		$37K Buy
+2,950
New +$35.3K ﹤0.01% 1912
2020
Q1 		– Sell
-3,000
Closed -$58K – 2115
2019
Q4 		$58K Hold
3,000
– – ﹤0.01% 1511
2019
Q3 		$50K Buy
+3,000
New +$49.1K ﹤0.01% 1533

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

Nisa Investment Advisors's OEC Position: Q2 2026 in Review

Nisa Investment Advisors increased its Orion (OEC) stake by 12% in Q2 2026, buying an estimated $273 and bringing the position to 368 shares worth $2.45K. The position accounts for ﹤0.01% of the portfolio, ranked #2730.

Nisa Investment Advisors first reported a position in OEC in Q3 2019 and has held it in 26 quarters since. The position peaked at $77.7K in Q4 2023. 187 funds tracked by Wall St. Rank hold OEC as of Q2 2026.

  • Nisa Investment Advisors held 368 shares of Orion worth $2.45K as of Q2 2026.
  • Nisa Investment Advisors bought 38 Orion shares in Q2 2026, an estimated $273.
  • Orion made up ﹤0.01% of Nisa Investment Advisors's portfolio in Q2 2026, its #2730 holding.
  • Nisa Investment Advisors first reported a position in Orion in Q3 2019 and has held it in 26 quarters since.
  • Nisa Investment Advisors's Orion position peaked at $77.7K in Q4 2023.
  • 187 funds tracked by Wall St. Rank held Orion as of Q2 2026.

Based on Nisa Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.