Northwestern Mutual Wealth Management
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Northwestern Mutual Wealth Management’s Orion OEC Stock Holding History

Northwestern Mutual Wealth Management’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 		– Sell
-380
Closed -$2.47K – 4358
2026
Q1 		$2.47K Buy
+380
New +$2.25K ﹤0.01% 3536
2020
Q2 		– Sell
-1,000
Closed -$7K – 2592
2020
Q1 		$7K Buy
+1,000
New +$14.5K ﹤0.01% 1992
2019
Q4 		– Sell
-103
Closed -$2K – 2557
2019
Q3 		$2K Buy
+103
New +$1.69K ﹤0.01% 2279

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American Century Companies
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AQR Capital Management
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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

Northwestern Mutual Wealth Management's OEC Position: Q2 2026 in Review

Northwestern Mutual Wealth Management sold out of Orion (OEC) in Q2 2026, closing a stake of 380 shares — an estimated $2.47K sold.

Northwestern Mutual Wealth Management first reported a position in OEC in Q3 2019 and held it in 3 quarters. The position peaked at $7K in Q1 2020. 187 funds tracked by Wall St. Rank hold OEC as of Q2 2026.

  • Northwestern Mutual Wealth Management reported no remaining Orion position as of Q2 2026 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 380 Orion shares in Q2 2026, an estimated $2.47K.
  • Northwestern Mutual Wealth Management first reported a position in Orion in Q3 2019 and held it in 3 quarters.
  • Northwestern Mutual Wealth Management's Orion position peaked at $7K in Q1 2020.
  • 187 funds tracked by Wall St. Rank held Orion as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.