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Private Wealth Management Group’s Orion OEC Stock Holding History

Private Wealth Management Group’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 		$4.07K Hold
724
– – ﹤0.01% 961
2026
Q2 		$4.8K Hold
724
– – ﹤0.01% 861
2026
Q1 		$4.71K Sell
724
-231
-24% -$1.37K ﹤0.01% 792
2025
Q4 		$5.04K Buy
+955
New +$5.18K ﹤0.01% 771

Other funds holding OEC

Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Minneapolis Portfolio Management Group
Minneapolis Portfolio Management Group Wayzata, Minnesota $994M AUM 32.88% 1-Year Est. Return

Private Wealth Management Group's OEC Position: Q3 2026 in Review

Private Wealth Management Group held its Orion (OEC) position steady in Q3 2026 at 724 shares worth $4.07K. The position accounts for ﹤0.01% of the portfolio, ranked #961.

Private Wealth Management Group first reported a position in OEC in Q4 2025 and has held it in 4 quarters since. The position peaked at $5.04K in Q4 2025. 99 funds tracked by Wall St. Rank hold OEC as of Q3 2026.

  • Private Wealth Management Group held 724 shares of Orion worth $4.07K as of Q3 2026.
  • Private Wealth Management Group left its Orion share count unchanged in Q3 2026.
  • Orion made up ﹤0.01% of Private Wealth Management Group's portfolio in Q3 2026, its #961 holding.
  • Private Wealth Management Group first reported a position in Orion in Q4 2025 and has held it in 4 quarters since.
  • Private Wealth Management Group's Orion position peaked at $5.04K in Q4 2025.
  • 99 funds tracked by Wall St. Rank held Orion as of Q3 2026.

Based on Private Wealth Management Group's 13F filing for Q3 2026, filed 19 Oct 2026.