WA
OC icon

Waverly Advisors’s Owens Corning OC Stock Holding History

Waverly Advisors’s Portfolio OC Stock Details OC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$236K Buy
+2,182
New +$260K ﹤0.01% 1425
2014
Q4 		– Sell
-246
Closed -$8K – 597
2014
Q3 		$8K Hold
246
– – ﹤0.01% 535
2014
Q2 		$10K Hold
246
– – ﹤0.01% 446
2014
Q1 		$11K Hold
246
– – 0.01% 404
2013
Q4 		$10K Buy
+246
New +$9.33K ﹤0.01% 558

Other funds holding OC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Waverly Advisors's OC Position: Q1 2026 in Review

Waverly Advisors opened a new position in Owens Corning (OC) in Q1 2026: 2,182 shares worth $236K. The stake represents ﹤0.01% of the portfolio and ranks #1425 among its holdings. This is a return to the name: Waverly Advisors previously reported a position in OC as recently as Q3 2014.

Waverly Advisors first reported a position in OC in Q4 2013 and has held it in 5 quarters since. 629 funds tracked by Wall St. Rank hold OC as of Q1 2026.

  • Waverly Advisors held 2,182 shares of Owens Corning worth $236K as of Q1 2026.
  • Owens Corning was a new Waverly Advisors position in Q1 2026.
  • Owens Corning made up ﹤0.01% of Waverly Advisors's portfolio in Q1 2026, its #1425 holding.
  • Waverly Advisors first reported a position in Owens Corning in Q4 2013 and has held it in 5 quarters since.
  • 629 funds tracked by Wall St. Rank held Owens Corning as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.