Avantax Planning Partners’s Organogenesis Holdings ORGO Stock Holding History

Avantax Planning Partners’s Portfolio ORGO Stock Details ORGO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$24.5K	Hold	10,324	–	–	﹤0.01%	435
2025 Q4	$53.5K	Hold	10,324	–	–	﹤0.01%	434
2025 Q3	$43.6K	Hold	10,324	–	–	﹤0.01%	436
2025 Q2	$37.8K	Hold	10,324	–	–	﹤0.01%	444
2025 Q1	$44.6K	Hold	10,324	–	–	﹤0.01%	428
2024 Q4	$33K	Hold	10,324	–	–	﹤0.01%	430
2024 Q3	$29.5K	Hold	10,324	–	–	﹤0.01%	437
2024 Q2	$28.9K	Buy	+10,324	New	+$27.7K	﹤0.01%	464

Other funds holding ORGO

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SCM

Soleus Capital Management Greenwich, Connecticut $2.47B AUM 115.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

FLAM

First Light Asset Management Edina, Minnesota $1.12B AUM 114.45% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Avantax Planning Partners's ORGO Position: Q1 2026 in Review

Avantax Planning Partners held its Organogenesis Holdings (ORGO) position steady in Q1 2026 at 10,324 shares worth $24.5K. The position accounts for ﹤0.01% of the portfolio, ranked #435.

Avantax Planning Partners first reported a position in ORGO in Q2 2024 and has held it in 8 quarters since. The position peaked at $53.5K in Q4 2025. 121 funds tracked by Wall St. Rank hold ORGO as of Q1 2026.

Avantax Planning Partners held 10,324 shares of Organogenesis Holdings worth $24.5K as of Q1 2026.
Avantax Planning Partners left its Organogenesis Holdings share count unchanged in Q1 2026.
Organogenesis Holdings made up ﹤0.01% of Avantax Planning Partners's portfolio in Q1 2026, its #435 holding.
Avantax Planning Partners first reported a position in Organogenesis Holdings in Q2 2024 and has held it in 8 quarters since.
Avantax Planning Partners's Organogenesis Holdings position peaked at $53.5K in Q4 2025.
121 funds tracked by Wall St. Rank held Organogenesis Holdings as of Q1 2026.

Based on Avantax Planning Partners's 13F filing for Q1 2026, filed 4 May 2026.