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 Q2	$25.1K	Hold	10,324	–	–	﹤0.01%	454
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 $1.89T AUM 35.08% 1-Year Est. Return

SCM

Soleus Capital Management Greenwich, Connecticut $2.9B AUM 169.69% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.56% 1-Year Est. Return

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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Avantax Planning Partners's ORGO Position: Q2 2026 in Review

Avantax Planning Partners held its Organogenesis Holdings (ORGO) position steady in Q2 2026 at 10,324 shares worth $25.1K. The position accounts for ﹤0.01% of the portfolio, ranked #454.

Avantax Planning Partners first reported a position in ORGO in Q2 2024 and has held it in 9 quarters since. The position peaked at $53.5K in Q4 2025. 136 funds tracked by Wall St. Rank hold ORGO as of Q2 2026.

Avantax Planning Partners held 10,324 shares of Organogenesis Holdings worth $25.1K as of Q2 2026.
Avantax Planning Partners left its Organogenesis Holdings share count unchanged in Q2 2026.
Organogenesis Holdings made up ﹤0.01% of Avantax Planning Partners's portfolio in Q2 2026, its #454 holding.
Avantax Planning Partners first reported a position in Organogenesis Holdings in Q2 2024 and has held it in 9 quarters since.
Avantax Planning Partners's Organogenesis Holdings position peaked at $53.5K in Q4 2025.
136 funds tracked by Wall St. Rank held Organogenesis Holdings as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.