Parallel Advisors’s Orion OEC Stock Holding History

Parallel 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 Q3	$214	Sell	38 -270	-88%	-$1.69K	﹤0.01%	3953
2026 Q2	$2.04K	Hold	308	–	–	﹤0.01%	3515
2026 Q1	$2K	Buy	+308	New	+$1.82K	﹤0.01%	3369
2025 Q3	–	Sell	-312	Closed	-$3.27K	–	3647
2025 Q2	$3.27K	Sell	312 -103	-25%	-$1.16K	﹤0.01%	2892
2025 Q1	$5.37K	Buy	415 +80	+24%	+$1.13K	﹤0.01%	2654
2024 Q4	$5.29K	Sell	335 -686	-67%	-$11.6K	﹤0.01%	2627
2024 Q3	$18.2K	Buy	1,021 +865	+554%	+$16.7K	﹤0.01%	2153
2024 Q2	$3.42K	Hold	156	–	–	﹤0.01%	2644
2024 Q1	$3.67K	Sell	156 -611	-80%	-$14.1K	﹤0.01%	2615
2023 Q4	$21.3K	Buy	767 +611	+392%	+$14K	﹤0.01%	1903
2023 Q3	$3.32K	Hold	156	–	–	﹤0.01%	2648
2023 Q2	$3.31K	Hold	156	–	–	﹤0.01%	2577
2023 Q1	$4.07K	Hold	156	–	–	﹤0.01%	2479
2022 Q4	$2.78K	Sell	156 -257	-62%	-$4.32K	﹤0.01%	2554
2022 Q3	$6K	Hold	413	–	–	﹤0.01%	2222
2022 Q2	$6K	Sell	413 -6	-1%	-$101	﹤0.01%	2198
2022 Q1	$7K	Buy	419 +6	+1%	+$103	﹤0.01%	2179
2021 Q4	$8K	Hold	413	–	–	﹤0.01%	2217
2021 Q3	$8K	Hold	413	–	–	﹤0.01%	2187
2021 Q2	$8K	Hold	413	–	–	﹤0.01%	2119
2021 Q1	$8K	Hold	413	–	–	﹤0.01%	2020
2020 Q4	$7K	Hold	413	–	–	﹤0.01%	1934
2020 Q3	$5K	Hold	413	–	–	﹤0.01%	2027
2020 Q2	$4K	Buy	+413	New	+$3.82K	﹤0.01%	2020
2020 Q1	–	Sell	-224	Closed	-$4K	–	2568
2019 Q4	$4K	Buy	+224	New	+$4.05K	﹤0.01%	2038
2019 Q3	–	Sell	-508	Closed	-$8.31K	–	2464
2019 Q2	$11K	Buy	+508	New	+$10K	﹤0.01%	1558

Other funds holding OEC

Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

SummerHaven Investment Management Stamford, Connecticut $179M AUM 57.61% 1-Year Est. Return

STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Carnegie Lake Advisors Princeton, New Jersey $271M AUM 17.85% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Tweedy, Browne Co Stamford, Connecticut $1.23B AUM 16.54% 1-Year Est. Return

Parallel Advisors's OEC Position: Q3 2026 in Review

Parallel Advisors reduced its Orion (OEC) stake by 88% in Q3 2026, selling an estimated $1.69K and leaving 38 shares worth $214. The position accounts for ﹤0.01% of the portfolio, ranked #3953.

Parallel Advisors first reported a position in OEC in Q2 2019 and has held it in 26 quarters since. The position peaked at $21.3K in Q4 2023. 48 funds tracked by Wall St. Rank hold OEC as of Q3 2026.

Parallel Advisors held 38 shares of Orion worth $214 as of Q3 2026.
Parallel Advisors sold 270 Orion shares in Q3 2026, an estimated $1.69K.
Orion made up ﹤0.01% of Parallel Advisors's portfolio in Q3 2026, its #3953 holding.
Parallel Advisors first reported a position in Orion in Q2 2019 and has held it in 26 quarters since.
Parallel Advisors's Orion position peaked at $21.3K in Q4 2023.
48 funds tracked by Wall St. Rank held Orion as of Q3 2026.

Based on Parallel Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.