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Beam Wealth Advisors’s Organon & Co OGN Stock Holding History

Beam Wealth Advisors’s Portfolio OGN Stock Details OGN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-19,281
Closed -$287K – 112
2025
Q1 		$287K Buy
19,281
+393
+2% +$6.04K 0.1% 98
2024
Q4 		$282K Buy
18,888
+717
+4% +$11.7K 0.09% 100
2024
Q3 		$348K Sell
18,171
-854
-4% -$17.7K 0.11% 98
2024
Q2 		$394K Buy
+19,025
New +$378K 0.13% 92

Other funds holding OGN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Beam Wealth Advisors's OGN Position: Q2 2025 in Review

Beam Wealth Advisors sold out of Organon & Co (OGN) in Q2 2025, closing a stake of 19,281 shares — an estimated $287K sold.

Beam Wealth Advisors first reported a position in OGN in Q2 2024 and held it in 4 quarters. The position peaked at $394K in Q2 2024. 695 funds tracked by Wall St. Rank hold OGN as of Q2 2025.

  • Beam Wealth Advisors reported no remaining Organon & Co position as of Q2 2025 after selling out during the quarter.
  • Beam Wealth Advisors sold 19,281 Organon & Co shares in Q2 2025, an estimated $287K.
  • Beam Wealth Advisors first reported a position in Organon & Co in Q2 2024 and held it in 4 quarters.
  • Beam Wealth Advisors's Organon & Co position peaked at $394K in Q2 2024.
  • 695 funds tracked by Wall St. Rank held Organon & Co as of Q2 2025.

Based on Beam Wealth Advisors's 13F filing for Q2 2025, filed 5 Aug 2025.