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Wealthedge Investment Advisors’s Orion OEC Stock Holding History

Wealthedge Investment 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
-43,183
Closed -$281K – 152
2026
Q1 		$281K Sell
43,183
-4,818
-10% -$28.5K 0.1% 118
2025
Q4 		$253K Sell
48,001
-21,106
-31% -$114K 0.09% 114
2025
Q3 		$524K Buy
69,107
+14,305
+26% +$145K 0.2% 95
2025
Q2 		$575K Buy
+54,802
New +$620K 0.24% 97

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

Wealthedge Investment Advisors's OEC Position: Q2 2026 in Review

Wealthedge Investment Advisors sold out of Orion (OEC) in Q2 2026, closing a stake of 43,183 shares — an estimated $281K sold.

Wealthedge Investment Advisors first reported a position in OEC in Q2 2025 and held it in 4 quarters. The position peaked at $575K in Q2 2025. 187 funds tracked by Wall St. Rank hold OEC as of Q2 2026.

  • Wealthedge Investment Advisors reported no remaining Orion position as of Q2 2026 after selling out during the quarter.
  • Wealthedge Investment Advisors sold 43,183 Orion shares in Q2 2026, an estimated $281K.
  • Wealthedge Investment Advisors first reported a position in Orion in Q2 2025 and held it in 4 quarters.
  • Wealthedge Investment Advisors's Orion position peaked at $575K in Q2 2025.
  • 187 funds tracked by Wall St. Rank held Orion as of Q2 2026.

Based on Wealthedge Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.