WealthCollab’s Orion OEC Stock Holding History

WealthCollab’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	$3.29K	Hold	496	–	–	﹤0.01%	799
2026 Q1	$3.22K	Buy	+496	New	+$2.94K	﹤0.01%	770
2025 Q2	–	Sell	-160	Closed	-$2.07K	–	997
2025 Q1	$2.07K	Buy	160 +92	+135%	+$1.3K	﹤0.01%	760
2024 Q4	$1.07K	Hold	68	–	–	﹤0.01%	819
2024 Q3	$1.21K	Hold	68	–	–	﹤0.01%	825
2024 Q2	$1.49K	Hold	68	–	–	﹤0.01%	788
2024 Q1	$1.6K	Hold	68	–	–	﹤0.01%	785
2023 Q4	$1.89K	Buy	+68	New	+$1.56K	﹤0.01%	752

Other funds holding OEC

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

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 Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

WealthCollab's OEC Position: Q2 2026 in Review

WealthCollab held its Orion (OEC) position steady in Q2 2026 at 496 shares worth $3.29K. The position accounts for ﹤0.01% of the portfolio, ranked #799.

WealthCollab first reported a position in OEC in Q4 2023 and has held it in 8 quarters since. 187 funds tracked by Wall St. Rank hold OEC as of Q2 2026.

WealthCollab held 496 shares of Orion worth $3.29K as of Q2 2026.
WealthCollab left its Orion share count unchanged in Q2 2026.
Orion made up ﹤0.01% of WealthCollab's portfolio in Q2 2026, its #799 holding.
WealthCollab first reported a position in Orion in Q4 2023 and has held it in 8 quarters since.
187 funds tracked by Wall St. Rank held Orion as of Q2 2026.

Based on WealthCollab's 13F filing for Q2 2026, filed 10 Aug 2026.