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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
Q2 		$618K Buy
3,890
+1,708
+78% +$208K ﹤0.01% 1076
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return

Waverly Advisors's OC Position: Q2 2026 in Review

Waverly Advisors increased its Owens Corning (OC) stake by 78% in Q2 2026, buying an estimated $208K and bringing the position to 3,890 shares worth $618K. The position accounts for ﹤0.01% of the portfolio, ranked #1076.

Waverly Advisors first reported a position in OC in Q4 2013 and has held it in 6 quarters since. 692 funds tracked by Wall St. Rank hold OC as of Q2 2026.

  • Waverly Advisors held 3,890 shares of Owens Corning worth $618K as of Q2 2026.
  • Waverly Advisors bought 1,708 Owens Corning shares in Q2 2026, an estimated $208K.
  • Owens Corning made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1076 holding.
  • Waverly Advisors first reported a position in Owens Corning in Q4 2013 and has held it in 6 quarters since.
  • 692 funds tracked by Wall St. Rank held Owens Corning as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.