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OEC icon

SignatureFD’s Orion OEC Stock Holding History

SignatureFD’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 		$1.54K Sell
233
-572
-71% -$4.11K ﹤0.01% 3189
2026
Q1 		$5.23K Buy
805
+4
+0.5% +$24 ﹤0.01% 2766
2025
Q4 		$4.23K Buy
801
+471
+143% +$2.56K ﹤0.01% 2751
2025
Q3 		$2.5K Sell
330
-165
-33% -$1.67K ﹤0.01% 2889
2025
Q2 		$5.19K Sell
495
-656
-57% -$7.42K ﹤0.01% 2597
2025
Q1 		$14.9K Buy
1,151
+601
+109% +$8.5K ﹤0.01% 2200
2024
Q4 		$8.69K Buy
550
+101
+22% +$1.71K ﹤0.01% 2417
2024
Q3 		$8K Buy
449
+217
+94% +$4.18K ﹤0.01% 2426
2024
Q2 		$5.09K Hold
232
– – ﹤0.01% 2507
2024
Q1 		$5.46K Hold
232
– – ﹤0.01% 2507
2023
Q4 		$6.43K Hold
232
– – ﹤0.01% 2429
2023
Q3 		$4.94K Sell
232
-100
-30% -$2.18K ﹤0.01% 2503
2023
Q2 		$7.04K Sell
332
-11
-3% -$265 ﹤0.01% 2391
2023
Q1 		$8.95K Buy
343
+100
+41% +$2.26K ﹤0.01% 2264
2022
Q4 		$4.33K Sell
243
-153
-39% -$2.57K ﹤0.01% 2537
2022
Q3 		$5K Sell
396
-27
-6% -$439 ﹤0.01% 2448
2022
Q2 		$7K Buy
423
+92
+28% +$1.54K ﹤0.01% 2310
2022
Q1 		$5K Buy
331
+35
+12% +$603 ﹤0.01% 2490
2021
Q4 		$5K Sell
296
-160
-35% -$2.98K ﹤0.01% 2409
2021
Q3 		$8K Buy
456
+224
+97% +$4.01K ﹤0.01% 2186
2021
Q2 		$4K Hold
232
– – ﹤0.01% 2367
2021
Q1 		$5K Hold
232
– – ﹤0.01% 2151
2020
Q4 		$4K Hold
232
– – ﹤0.01% 2041
2020
Q3 		$3K Hold
232
– – ﹤0.01% 2105
2020
Q2 		$2K Sell
232
-262
-53% -$2.42K ﹤0.01% 2158
2020
Q1 		$4K Buy
+494
New +$7.15K ﹤0.01% 1748
2019
Q3 		– Sell
-68
Closed -$1K – 2171
2019
Q2 		$1K Buy
+68
New +$1.34K ﹤0.01% 1917

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

SignatureFD's OEC Position: Q2 2026 in Review

SignatureFD reduced its Orion (OEC) stake by 71% in Q2 2026, selling an estimated $4.11K and leaving 233 shares worth $1.54K. The position accounts for ﹤0.01% of the portfolio, ranked #3189.

SignatureFD first reported a position in OEC in Q2 2019 and has held it in 27 quarters since. The position peaked at $14.9K in Q1 2025. 39 funds tracked by Wall St. Rank hold OEC as of Q2 2026.

  • SignatureFD held 233 shares of Orion worth $1.54K as of Q2 2026.
  • SignatureFD sold 572 Orion shares in Q2 2026, an estimated $4.11K.
  • Orion made up ﹤0.01% of SignatureFD's portfolio in Q2 2026, its #3189 holding.
  • SignatureFD first reported a position in Orion in Q2 2019 and has held it in 27 quarters since.
  • SignatureFD's Orion position peaked at $14.9K in Q1 2025.
  • 39 funds tracked by Wall St. Rank held Orion as of Q2 2026.

Based on SignatureFD's 13F filing for Q2 2026, filed 24 Jul 2026.