UBS Group’s Orion Energy Systems OESX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $479 | Sell |
41
-379
| -90% | -$3.62K | ﹤0.01% | 9839 |
|
|
2026
Q1 | $3.67K | Buy |
420
+236
| +128% | +$3.1K | ﹤0.01% | 9052 |
|
|
2025
Q4 | $2.83K | Sell |
184
-171
| -48% | -$2.19K | ﹤0.01% | 9212 |
|
|
2025
Q3 | $3.11K | Sell |
355
-859
| -71% | -$6K | ﹤0.01% | 9086 |
|
|
2025
Q2 | $7.28K | Buy |
1,214
+984
| +428% | +$6.67K | ﹤0.01% | 9029 |
|
|
2025
Q1 | $1.66K | Sell |
230
-48
| -17% | -$388 | ﹤0.01% | 9469 |
|
|
2024
Q4 | $2.23K | Sell |
278
-51
| -16% | -$447 | ﹤0.01% | 9085 |
|
|
2024
Q3 | $2.82K | Sell |
329
-823
| -71% | -$7.81K | ﹤0.01% | 8361 |
|
|
2024
Q2 | $12.8K | Sell |
1,152
-217
| -16% | -$2.12K | ﹤0.01% | 7583 |
|
|
2024
Q1 | $11.9K | Buy |
1,369
+1,281
| +1,456% | +$12.6K | ﹤0.01% | 7160 |
|
|
2023
Q4 | $766 | Buy |
88
+85
| +2,833% | +$837 | ﹤0.01% | 8524 |
|
|
2023
Q3 | $38 | Sell |
3
-246
| -99% | -$3.8K | ﹤0.01% | 9047 |
|
|
2023
Q2 | $4.05K | Sell |
249
-125
| -33% | -$2.04K | ﹤0.01% | 7576 |
|
|
2023
Q1 | $7.59K | Buy |
+374
| New | +$7.08K | ﹤0.01% | 7794 |
|
|
2022
Q4 | – | Sell |
-368
| Closed | -$6K | – | 11014 |
|
|
2022
Q3 | $6K | Buy |
+368
| New | +$6.52K | ﹤0.01% | 9043 |
|
|
2022
Q1 | – | Sell |
-1,668
| Closed | -$61K | – | 10703 |
|
|
2021
Q4 | $61K | Buy |
+1,668
| New | +$64.5K | ﹤0.01% | 6735 |
|
|
2021
Q3 | – | Sell |
-27
| Closed | -$2K | – | 9916 |
|
|
2021
Q2 | $2K | Sell |
27
-520
| -95% | -$31.6K | ﹤0.01% | 8967 |
|
|
2021
Q1 | $38K | Buy |
547
+128
| +31% | +$11.9K | ﹤0.01% | 6804 |
|
|
2020
Q4 | $41K | Sell |
419
-91
| -18% | -$7.87K | ﹤0.01% | 6361 |
|
|
2020
Q3 | $39K | Sell |
510
-375
| -42% | -$20.4K | ﹤0.01% | 5816 |
|
|
2020
Q2 | $31K | Buy |
885
+654
| +283% | +$26.8K | ﹤0.01% | 6247 |
|
|
2020
Q1 | $9K | Buy |
231
+61
| +36% | +$2.67K | ﹤0.01% | 7001 |
|
|
2019
Q4 | $6K | Sell |
170
-167
| -50% | -$5.01K | ﹤0.01% | 7521 |
|
|
2019
Q3 | $10K | Buy |
337
+234
| +227% | +$6.68K | ﹤0.01% | 7169 |
|
|
2019
Q2 | $3K | Buy |
103
+15
| +17% | +$298 | ﹤0.01% | 7536 |
|
|
2019
Q1 | $1K | Buy |
+88
| New | +$812 | ﹤0.01% | 7552 |
|
|
2018
Q2 | – | Sell |
-536
| Closed | -$5K | – | 8167 |
|
|
2018
Q1 | $5K | Buy |
+536
| New | +$4.52K | ﹤0.01% | 7237 |
|
|
2017
Q4 | – | Sell |
-866
| Closed | -$10K | – | 8016 |
|
|
2017
Q3 | $10K | Buy |
866
+420
| +94% | +$4.49K | ﹤0.01% | 6892 |
|
|
2017
Q2 | $6K | Buy |
446
+406
| +1,015% | +$6.02K | ﹤0.01% | 7052 |
|
|
2017
Q1 | $1K | Sell |
40
-276
| -87% | -$5.51K | ﹤0.01% | 7439 |
|
|
2016
Q4 | $7K | Sell |
316
-373
| -54% | -$6.48K | ﹤0.01% | 7091 |
|
|
2016
Q3 | $9K | Buy |
+689
| New | +$9.22K | ﹤0.01% | 6850 |
|
|
2016
Q2 | – | Sell |
-231
| Closed | -$3K | – | 7899 |
|
|
2016
Q1 | $3K | Buy |
+231
| New | +$3.79K | ﹤0.01% | 7199 |
|
|
2015
Q4 | – | Sell |
-650
| Closed | -$12K | – | 8507 |
|
|
2015
Q3 | $12K | Hold |
650
| – | – | ﹤0.01% | 7152 |
|
|
2015
Q2 | $16K | Sell |
650
-400
| -38% | -$11.7K | ﹤0.01% | 7081 |
|
|
2015
Q1 | $33K | Buy |
1,050
+400
| +62% | +$16.4K | ﹤0.01% | 6459 |
|
|
2014
Q4 | $36K | Buy |
+650
| New | +$32.8K | ﹤0.01% | 6901 |
|
Other funds holding OESX
NSIM
TCM
GWI
UBS Group's OESX Position: Q2 2026 in Review
UBS Group reduced its Orion Energy Systems (OESX) stake by 90% in Q2 2026, selling an estimated $3.62K and leaving 41 shares worth $479. The position accounts for ﹤0.01% of the portfolio, ranked #9839.
UBS Group first reported a position in OESX in Q4 2014 and has held it in 37 quarters since. The position peaked at $61K in Q4 2021. 34 funds tracked by Wall St. Rank hold OESX as of Q2 2026.
- UBS Group held 41 shares of Orion Energy Systems worth $479 as of Q2 2026.
- UBS Group sold 379 Orion Energy Systems shares in Q2 2026, an estimated $3.62K.
- Orion Energy Systems made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #9839 holding.
- UBS Group first reported a position in Orion Energy Systems in Q4 2014 and has held it in 37 quarters since.
- UBS Group's Orion Energy Systems position peaked at $61K in Q4 2021.
- 34 funds tracked by Wall St. Rank held Orion Energy Systems as of Q2 2026.
Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.