Tiller Private Wealth’s Orion OEC Stock Holding History

Tiller Private Wealth’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	$366K	Hold	65,186	–	–	0.11%	43
2026 Q2	$432K	Hold	65,186	–	–	0.14%	38
2026 Q1	$424K	Hold	65,186	–	–	0.15%	37
2025 Q4	$344K	Hold	65,186	–	–	0.12%	40
2025 Q3	$494K	Buy	65,186 +35,186	+117%	+$356K	0.18%	32
2025 Q2	$315K	Hold	30,000	–	–	0.12%	43
2025 Q1	$388K	Hold	30,000	–	–	0.16%	33
2024 Q4	$474K	Hold	30,000	–	–	0.2%	29
2024 Q3	$534K	Hold	30,000	–	–	0.22%	25
2024 Q2	$658K	Hold	30,000	–	–	0.29%	20
2024 Q1	$706K	Hold	30,000	–	–	0.32%	20
2023 Q4	$832K	Hold	30,000	–	–	0.42%	17
2023 Q3	$638K	Hold	30,000	–	–	0.35%	19
2023 Q2	$637K	Hold	30,000	–	–	0.35%	21
2023 Q1	$783K	Hold	30,000	–	–	0.44%	20
2022 Q4	$534K	Hold	30,000	–	–	0.32%	26
2022 Q3	$401K	Hold	30,000	–	–	0.26%	31
2022 Q2	$466K	Hold	30,000	–	–	0.29%	30
2022 Q1	$479K	Buy	30,000 +15,000	+100%	+$258K	0.28%	29
2021 Q4	$275K	Hold	15,000	–	–	0.17%	40
2021 Q3	$273K	Hold	15,000	–	–	0.21%	38
2021 Q2	$285K	Hold	15,000	–	–	0.3%	36
2021 Q1	$296K	Hold	15,000	–	–	0.37%	26
2020 Q4	$257K	Hold	15,000	–	–	0.35%	28
2020 Q3	$188K	Hold	15,000	–	–	0.35%	26
2020 Q2	$159K	Hold	15,000	–	–	0.32%	28
2020 Q1	$112K	Hold	15,000	–	–	0.13%	32
2019 Q4	$290K	Hold	15,000	–	–	0.23%	28
2019 Q3	$251K	Buy	+15,000	New	+$245K	0.21%	28

Other funds holding OEC

Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

Minneapolis Portfolio Management Group Wayzata, Minnesota $994M AUM 32.88% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

SummerHaven Investment Management Stamford, Connecticut $179M AUM 57.61% 1-Year Est. Return

Tiller Private Wealth's OEC Position: Q3 2026 in Review

Tiller Private Wealth held its Orion (OEC) position steady in Q3 2026 at 65,186 shares worth $366K. The position accounts for 0.11% of the portfolio, ranked #43.

Tiller Private Wealth first reported a position in OEC in Q3 2019 and has held it in 29 quarters since. The position peaked at $832K in Q4 2023. 64 funds tracked by Wall St. Rank hold OEC as of Q3 2026.

Tiller Private Wealth held 65,186 shares of Orion worth $366K as of Q3 2026.
Tiller Private Wealth left its Orion share count unchanged in Q3 2026.
Orion made up 0.11% of Tiller Private Wealth's portfolio in Q3 2026, its #43 holding.
Tiller Private Wealth first reported a position in Orion in Q3 2019 and has held it in 29 quarters since.
Tiller Private Wealth's Orion position peaked at $832K in Q4 2023.
64 funds tracked by Wall St. Rank held Orion as of Q3 2026.

Based on Tiller Private Wealth's 13F filing for Q3 2026, filed 26 Oct 2026.