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Rothschild Investment LLC’s Orion OEC Stock Holding History

Rothschild Investment LLC’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 		$6.14K Buy
926
+504
+119% +$3.62K ﹤0.01% 2171
2026
Q1 		$2.74K Buy
422
+260
+160% +$1.54K ﹤0.01% 2393
2025
Q4 		$855 Buy
+162
New +$879 ﹤0.01% 2732
2025
Q3 		– Sell
-105
Closed -$1.1K – 3216
2025
Q2 		$1.1K Sell
105
-55
-34% -$622 ﹤0.01% 2421
2025
Q1 		$2.07K Sell
160
-30
-16% -$424 ﹤0.01% 1881
2024
Q4 		$3K Buy
190
+115
+153% +$1.94K ﹤0.01% 1569
2024
Q3 		$1.34K Buy
75
+30
+67% +$578 ﹤0.01% 1958
2024
Q2 		$987 Buy
45
+40
+800% +$963 ﹤0.01% 1667
2024
Q1 		$118 Buy
+5
New +$116 ﹤0.01% 2115

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
MPMG
Minneapolis Portfolio Management Group Wayzata, Minnesota $1.06B AUM 63.37% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.59B AUM 39.81% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return
CLA
Carnegie Lake Advisors Princeton, New Jersey $268M AUM 22.32% 1-Year Est. Return

Rothschild Investment LLC's OEC Position: Q2 2026 in Review

Rothschild Investment LLC increased its Orion (OEC) stake by 119% in Q2 2026, buying an estimated $3.62K and bringing the position to 926 shares worth $6.14K. The position accounts for ﹤0.01% of the portfolio, ranked #2171.

Rothschild Investment LLC first reported a position in OEC in Q1 2024 and has held it in 9 quarters since. 65 funds tracked by Wall St. Rank hold OEC as of Q2 2026.

  • Rothschild Investment LLC held 926 shares of Orion worth $6.14K as of Q2 2026.
  • Rothschild Investment LLC bought 504 Orion shares in Q2 2026, an estimated $3.62K.
  • Orion made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #2171 holding.
  • Rothschild Investment LLC first reported a position in Orion in Q1 2024 and has held it in 9 quarters since.
  • 65 funds tracked by Wall St. Rank held Orion as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.