Smartleaf Asset Management
OEC icon

Smartleaf Asset Management’s Orion OEC Stock Holding History

Smartleaf Asset Management’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
Q3 		$424 Buy
+73
New +$457 ﹤0.01% 3371
2025
Q3 		– Sell
-130
Closed -$1.39K – 3051
2025
Q2 		$1.39K Buy
+130
New +$1.47K ﹤0.01% 2423

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American Century Companies
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DCM
Divisar Capital Management San Francisco, California $417M AUM 80.67% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

Smartleaf Asset Management's OEC Position: Q3 2026 in Review

Smartleaf Asset Management opened a new position in Orion (OEC) in Q3 2026: 73 shares worth $424. The stake represents ﹤0.01% of the portfolio and ranks #3371 among its holdings. This is a return to the name: Smartleaf Asset Management previously reported a position in OEC as recently as Q2 2025.

Smartleaf Asset Management first reported a position in OEC in Q2 2025 and has held it in 2 quarters since. The position peaked at $1.39K in Q2 2025. 126 funds tracked by Wall St. Rank hold OEC as of Q3 2026.

  • Smartleaf Asset Management held 73 shares of Orion worth $424 as of Q3 2026.
  • Orion was a new Smartleaf Asset Management position in Q3 2026.
  • Orion made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q3 2026, its #3371 holding.
  • Smartleaf Asset Management first reported a position in Orion in Q2 2025 and has held it in 2 quarters since.
  • Smartleaf Asset Management's Orion position peaked at $1.39K in Q2 2025.
  • 126 funds tracked by Wall St. Rank held Orion as of Q3 2026.

Based on Smartleaf Asset Management's 13F filing for Q3 2026, filed 10 Nov 2026.