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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
Q2 		$1.33K Sell
201
-499
-71% -$3.59K ﹤0.01% 47
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 $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

Performa Ltd (US)'s OEC Position: Q2 2026 in Review

Performa Ltd (US) reduced its Orion (OEC) stake by 71% in Q2 2026, selling an estimated $3.59K and leaving 201 shares worth $1.33K. The position accounts for ﹤0.01% of the portfolio, ranked #47.

Performa Ltd (US) first reported a position in OEC in Q3 2025 and has held it in 4 quarters since. The position peaked at $41.7K in Q4 2025. 188 funds tracked by Wall St. Rank hold OEC as of Q2 2026.

  • Performa Ltd (US) held 201 shares of Orion worth $1.33K as of Q2 2026.
  • Performa Ltd (US) sold 499 Orion shares in Q2 2026, an estimated $3.59K.
  • Orion made up ﹤0.01% of Performa Ltd (US)'s portfolio in Q2 2026, its #47 holding.
  • Performa Ltd (US) first reported a position in Orion in Q3 2025 and has held it in 4 quarters since.
  • Performa Ltd (US)'s Orion position peaked at $41.7K in Q4 2025.
  • 188 funds tracked by Wall St. Rank held Orion as of Q2 2026.

Based on Performa Ltd (US)'s 13F filing for Q2 2026, filed 3 Aug 2026.