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True Wealth Design’s Orion OEC Stock Holding History

True Wealth Design’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 		$2.23K Buy
336
+179
+114% +$1.29K ﹤0.01% 1647
2026
Q1 		$1.02K Hold
157
– – ﹤0.01% 1797
2025
Q4 		$829 Buy
157
+24
+18% +$130 ﹤0.01% 1777
2025
Q3 		$1.01K Buy
133
+11
+9% +$111 ﹤0.01% 1739
2025
Q2 		$1.28K Sell
122
-137
-53% -$1.55K ﹤0.01% 1368
2025
Q1 		$3.35K Buy
+259
New +$3.66K ﹤0.01% 815

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

True Wealth Design's OEC Position: Q2 2026 in Review

True Wealth Design increased its Orion (OEC) stake by 114% in Q2 2026, buying an estimated $1.29K and bringing the position to 336 shares worth $2.23K. The position accounts for ﹤0.01% of the portfolio, ranked #1647.

True Wealth Design first reported a position in OEC in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.35K in Q1 2025. 39 funds tracked by Wall St. Rank hold OEC as of Q2 2026.

  • True Wealth Design held 336 shares of Orion worth $2.23K as of Q2 2026.
  • True Wealth Design bought 179 Orion shares in Q2 2026, an estimated $1.29K.
  • Orion made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1647 holding.
  • True Wealth Design first reported a position in Orion in Q1 2025 and has held it in 6 quarters since.
  • True Wealth Design's Orion position peaked at $3.35K in Q1 2025.
  • 39 funds tracked by Wall St. Rank held Orion as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.