Sequoia Financial Advisors’s Owens Corning OC Stock Holding History

Sequoia Financial Advisors’s Portfolio OC Stock Details OC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$253K	Sell	2,338 -1,234	-35%	-$147K	﹤0.01%	1666
2025 Q4	$400K	Buy	3,572 +1,337	+60%	+$157K	﹤0.01%	1403
2025 Q3	$316K	Buy	2,235 +386	+21%	+$56.6K	﹤0.01%	1370
2025 Q2	$254K	Buy	1,849 +26	+1%	+$3.59K	﹤0.01%	1351
2025 Q1	$260K	Buy	1,823 +127	+7%	+$21K	﹤0.01%	1130
2024 Q4	$289K	Buy	1,696 +133	+9%	+$24.9K	﹤0.01%	1037
2024 Q3	$276K	Buy	1,563 +52	+3%	+$8.76K	﹤0.01%	1011
2024 Q2	$263K	Buy	1,511 +174	+13%	+$30.1K	﹤0.01%	953
2024 Q1	$223K	Buy	+1,337	New	+$204K	﹤0.01%	1000

Other funds holding OC

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors

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

AQR Capital Management

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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

American Century Companies

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