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Wealth Preservation Advisors’s Orion OEC Stock Holding History

Wealth Preservation Advisors’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 		– Sell
-352
Closed -$2.29K – 664
2026
Q1 		$2.29K Buy
+352
New +$2.08K ﹤0.01% 580

Other funds holding OEC

Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DCM
Divisar Capital Management San Francisco, California $434M AUM 170.22% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wealth Preservation Advisors's OEC Position: Q2 2026 in Review

Wealth Preservation Advisors sold out of Orion (OEC) in Q2 2026, closing a stake of 352 shares — an estimated $2.29K sold.

Wealth Preservation Advisors first reported a position in OEC in Q1 2026 and held it in 1 quarter. The position peaked at $2.29K in Q1 2026. 187 funds tracked by Wall St. Rank hold OEC as of Q2 2026.

  • Wealth Preservation Advisors reported no remaining Orion position as of Q2 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 352 Orion shares in Q2 2026, an estimated $2.29K.
  • Wealth Preservation Advisors first reported a position in Orion in Q1 2026 and held it in 1 quarter.
  • Wealth Preservation Advisors's Orion position peaked at $2.29K in Q1 2026.
  • 187 funds tracked by Wall St. Rank held Orion as of Q2 2026.

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