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Sequoia Financial Advisors’s Orion OEC Stock Holding History

Sequoia Financial Advisors’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 		$84.4K Buy
12,725
+346
+3% +$2.49K ﹤0.01% 2091
2026
Q1 		$80.5K Buy
12,379
+39
+0.3% +$231 ﹤0.01% 1870
2025
Q4 		$65.2K Buy
12,340
+1,742
+16% +$9.45K ﹤0.01% 1892
2025
Q3 		$80.3K Buy
10,598
+237
+2% +$2.4K ﹤0.01% 1697
2025
Q2 		$109K Hold
10,361
– – ﹤0.01% 1529
2025
Q1 		$134K Sell
10,361
-145
-1% -$2.05K ﹤0.01% 1304
2024
Q4 		$166K Sell
10,506
-255
-2% -$4.31K ﹤0.01% 1249
2024
Q3 		$192K Buy
10,761
+385
+4% +$7.42K ﹤0.01% 1172
2024
Q2 		$228K Hold
10,376
– – ﹤0.01% 1036
2024
Q1 		$244K Buy
10,376
+15
+0.1% +$347 ﹤0.01% 955
2023
Q4 		$260K Hold
10,361
– – ﹤0.01% 987
2023
Q3 		$220K Hold
10,361
– – ﹤0.01% 817
2023
Q2 		$220K Hold
10,361
– – ﹤0.01% 828
2023
Q1 		$270K Hold
10,361
– – 0.01% 663
2022
Q4 		$185K Buy
+10,361
New +$174K ﹤0.01% 742

Other funds holding OEC

MPMG
Minneapolis Portfolio Management Group Wayzata, Minnesota $1.06B AUM 63.37% 1-Year Est. Return
CLA
Carnegie Lake Advisors Princeton, New Jersey $268M AUM 22.32% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
TPW
Tiller Private Wealth Bethlehem, Pennsylvania $319M AUM 23.48% 1-Year Est. Return
PCM
Penn Capital Management Philadelphia, Pennsylvania $1.58B AUM 81.2% 1-Year Est. Return
SIM
SummerHaven Investment Management Stamford, Connecticut $187M AUM 70.61% 1-Year Est. Return
SRA
Secured Retirement Advisors St Louis Park, Minnesota $195M AUM 34.51% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Sequoia Financial Advisors's OEC Position: Q2 2026 in Review

Sequoia Financial Advisors increased its Orion (OEC) stake by 2.8% in Q2 2026, buying an estimated $2.49K and bringing the position to 12,725 shares worth $84.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2091.

Sequoia Financial Advisors first reported a position in OEC in Q4 2022 and has held it in 15 quarters since. The position peaked at $270K in Q1 2023. 39 funds tracked by Wall St. Rank hold OEC as of Q2 2026.

  • Sequoia Financial Advisors held 12,725 shares of Orion worth $84.4K as of Q2 2026.
  • Sequoia Financial Advisors bought 346 Orion shares in Q2 2026, an estimated $2.49K.
  • Orion made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #2091 holding.
  • Sequoia Financial Advisors first reported a position in Orion in Q4 2022 and has held it in 15 quarters since.
  • Sequoia Financial Advisors's Orion position peaked at $270K in Q1 2023.
  • 39 funds tracked by Wall St. Rank held Orion as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.