&Partners’s Orion OEC Stock Holding History

&Partners’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
2025 Q3	–	Sell	-18,405	Closed	-$193K	–	2166
2025 Q2	$193K	Sell	18,405 -3,091	-14%	-$35K	﹤0.01%	1841
2025 Q1	$279K	Buy	21,496 +7,180	+50%	+$102K	﹤0.01%	1442
2024 Q4	$219K	Sell	14,316 -1,172	-8%	-$19.8K	﹤0.01%	1491
2024 Q3	$276K	Buy	+15,488	New	+$298K	0.01%	1142

Other funds holding OEC

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

DCM

Divisar Capital Management San Francisco, California $392M AUM 108.45% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Harvey Partners Tarrytown, New York $1.26B AUM 64.44% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

&Partners's OEC Position: Q3 2025 in Review

&Partners sold out of Orion (OEC) in Q3 2025, closing a stake of 18,405 shares — an estimated $193K sold.

&Partners first reported a position in OEC in Q3 2024 and held it in 4 quarters. The position peaked at $279K in Q1 2025. 177 funds tracked by Wall St. Rank hold OEC as of Q3 2025.

&Partners reported no remaining Orion position as of Q3 2025 after selling out during the quarter.
&Partners sold 18,405 Orion shares in Q3 2025, an estimated $193K.
&Partners first reported a position in Orion in Q3 2024 and held it in 4 quarters.
&Partners's Orion position peaked at $279K in Q1 2025.
177 funds tracked by Wall St. Rank held Orion as of Q3 2025.

Based on &Partners's 13F filing for Q3 2025, filed 14 Nov 2025.