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West Tower Group’s Orion OEC Stock Holding History

West Tower Group’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
Q1 		– Sell
-86,538
Closed -$457K – 65
2025
Q4 		$457K Sell
86,538
-24,111
-22% -$131K 1.03% 23
2025
Q3 		$839K Hold
110,649
– – 2.43% 15
2025
Q2 		$1.16M Hold
110,649
– – 2.52% 10
2025
Q1 		$1.43M Hold
110,649
– – 3.76% 4
2024
Q4 		$1.75M Sell
110,649
-3,553
-3% -$60K 3.87% 4
2024
Q3 		$2.03M Buy
114,202
+27,519
+32% +$530K 4.34% 4
2024
Q2 		$1.9M Buy
86,683
+2,043
+2% +$49.2K 5.14% 3
2024
Q1 		$1.99M Buy
84,640
+11,970
+16% +$277K 6% 2
2023
Q4 		$2.02M Sell
72,670
-47,517
-40% -$1.09M 4.09% 3
2023
Q3 		$2.56M Sell
120,187
-18,104
-13% -$395K 1.35% 8
2023
Q2 		$2.93M Sell
138,291
-7,910
-5% -$191K 2.1% 7
2023
Q1 		$3.81M Sell
146,201
-100,400
-41% -$2.27M 3.77% 5
2022
Q4 		$4.39M Buy
+246,601
New +$4.15M 11.99% 1

Other funds holding OEC

Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DCM
Divisar Capital Management San Francisco, California $392M AUM 108.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

West Tower Group's OEC Position: Q1 2026 in Review

West Tower Group sold out of Orion (OEC) in Q1 2026, closing a stake of 86,538 shares — an estimated $457K sold.

West Tower Group first reported a position in OEC in Q4 2022 and held it in 13 quarters. The position peaked at $4.39M in Q4 2022. 180 funds tracked by Wall St. Rank hold OEC as of Q1 2026.

  • West Tower Group reported no remaining Orion position as of Q1 2026 after selling out during the quarter.
  • West Tower Group sold 86,538 Orion shares in Q1 2026, an estimated $457K.
  • West Tower Group first reported a position in Orion in Q4 2022 and held it in 13 quarters.
  • West Tower Group's Orion position peaked at $4.39M in Q4 2022.
  • 180 funds tracked by Wall St. Rank held Orion as of Q1 2026.

Based on West Tower Group's 13F filing for Q1 2026, filed 29 Apr 2026.