PharVision Advisers’s Orion OEC Stock Holding History

PharVision Advisers’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	–	Sell	-79,369	Closed	-$419K	–	480
2025 Q4	$419K	Buy	+79,369	New	+$431K	0.21%	102
2025 Q2	–	Sell	-14,375	Closed	-$186K	–	382
2025 Q1	$186K	Buy	+14,375	New	+$203K	0.26%	207

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

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

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

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PharVision Advisers's OEC Position: Q1 2026 in Review

PharVision Advisers sold out of Orion (OEC) in Q1 2026, closing a stake of 79,369 shares — an estimated $419K sold.

PharVision Advisers first reported a position in OEC in Q1 2025 and held it in 2 quarters. The position peaked at $419K in Q4 2025. 180 funds tracked by Wall St. Rank hold OEC as of Q1 2026.

PharVision Advisers reported no remaining Orion position as of Q1 2026 after selling out during the quarter.
PharVision Advisers sold 79,369 Orion shares in Q1 2026, an estimated $419K.
PharVision Advisers first reported a position in Orion in Q1 2025 and held it in 2 quarters.
PharVision Advisers's Orion position peaked at $419K in Q4 2025.
180 funds tracked by Wall St. Rank held Orion as of Q1 2026.

Based on PharVision Advisers's 13F filing for Q1 2026, filed 22 Apr 2026.