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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
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 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

Private Wealth Management Group's OEC Position: Q2 2026 in Review

Private Wealth Management Group held its Orion (OEC) position steady in Q2 2026 at 724 shares worth $4.8K. The position accounts for ﹤0.01% of the portfolio, ranked #861.

Private Wealth Management Group first reported a position in OEC in Q4 2025 and has held it in 3 quarters since. The position peaked at $5.04K in Q4 2025. 188 funds tracked by Wall St. Rank hold OEC as of Q2 2026.

  • Private Wealth Management Group held 724 shares of Orion worth $4.8K as of Q2 2026.
  • Private Wealth Management Group left its Orion share count unchanged in Q2 2026.
  • Orion made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #861 holding.
  • Private Wealth Management Group first reported a position in Orion in Q4 2025 and has held it in 3 quarters since.
  • Private Wealth Management Group's Orion position peaked at $5.04K in Q4 2025.
  • 188 funds tracked by Wall St. Rank held Orion as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.