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Performa Ltd (US)’s Orion OEC Stock Holding History

Performa Ltd (US)’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
Q1 		$4.55K Sell
700
-7,200
-91% -$42.6K ﹤0.01% 38
2025
Q4 		$41.7K Buy
7,900
+6,900
+690% +$37.4K 0.01% 19
2025
Q3 		$7.58K Buy
+1,000
New +$10.1K ﹤0.01% 31

Other funds holding OEC

Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
BlackRock
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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Performa Ltd (US)'s OEC Position: Q1 2026 in Review

Performa Ltd (US) reduced its Orion (OEC) stake by 91% in Q1 2026, selling an estimated $42.6K and leaving 700 shares worth $4.55K. The position accounts for ﹤0.01% of the portfolio, ranked #38.

Performa Ltd (US) first reported a position in OEC in Q3 2025 and has held it in 3 quarters since. The position peaked at $41.7K in Q4 2025. 180 funds tracked by Wall St. Rank hold OEC as of Q1 2026.

  • Performa Ltd (US) held 700 shares of Orion worth $4.55K as of Q1 2026.
  • Performa Ltd (US) sold 7,200 Orion shares in Q1 2026, an estimated $42.6K.
  • Orion made up ﹤0.01% of Performa Ltd (US)'s portfolio in Q1 2026, its #38 holding.
  • Performa Ltd (US) first reported a position in Orion in Q3 2025 and has held it in 3 quarters since.
  • Performa Ltd (US)'s Orion position peaked at $41.7K in Q4 2025.
  • 180 funds tracked by Wall St. Rank held Orion as of Q1 2026.

Based on Performa Ltd (US)'s 13F filing for Q1 2026, filed 6 May 2026.