Carson Wealth (CWM LLC)
ORGO icon

Carson Wealth (CWM LLC)’s Organogenesis Holdings ORGO Stock Holding History

Carson Wealth (CWM LLC)’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 		$89.9K Sell
37,912
-411
-1% -$1.42K ﹤0.01% 3364
2025
Q4 		$199K Sell
38,323
-830
-2% -$4.02K ﹤0.01% 2580
2025
Q3 		$165K Sell
39,153
-6,741
-15% -$31.3K ﹤0.01% 2591
2025
Q2 		$168K Sell
45,894
-18,000
-28% -$67.1K ﹤0.01% 2328
2025
Q1 		$276K Buy
63,894
+5,239
+9% +$21.2K ﹤0.01% 1720
2024
Q4 		$188K Sell
58,655
-1,849
-3% -$6.2K ﹤0.01% 1860
2024
Q3 		$173K Buy
60,504
+34,887
+136% +$97.8K ﹤0.01% 1834
2024
Q2 		$72K Buy
25,617
+19,242
+302% +$51.6K ﹤0.01% 2212
2024
Q1 		$18K Buy
6,375
+3,291
+107% +$11.2K ﹤0.01% 2978
2023
Q4 		$13K Sell
3,084
-367
-11% -$1.03K ﹤0.01% 3039
2023
Q3 		$11K Buy
3,451
+894
+35% +$2.84K ﹤0.01% 3090
2023
Q2 		$8K Hold
2,557
– – ﹤0.01% 3223
2023
Q1 		$5K Sell
2,557
-263
-9% -$650 ﹤0.01% 3308
2022
Q4 		$8K Sell
2,820
-1,837
-39% -$5.36K ﹤0.01% 2947
2022
Q3 		$15K Buy
4,657
+220
+5% +$994 ﹤0.01% 2430
2022
Q2 		$22K Hold
4,437
– – ﹤0.01% 2056
2022
Q1 		$34K Hold
4,437
– – ﹤0.01% 1793
2021
Q4 		$41K Buy
+4,437
New +$47.1K ﹤0.01% 1657
2021
Q2 		$74K Hold
4,437
– – ﹤0.01% 1246
2021
Q1 		$74K Hold
4,437
– – ﹤0.01% 1246
2020
Q4 		$74K Hold
4,437
– – ﹤0.01% 1246
2020
Q3 		$74K Hold
4,437
– – ﹤0.01% 1246
2020
Q2 		$74K Hold
4,437
– – ﹤0.01% 1246
2020
Q1 		$74K Hold
4,437
– – ﹤0.01% 1246
2019
Q4 		$74K Hold
4,437
– – ﹤0.01% 1246
2019
Q3 		$74K Hold
4,437
– – ﹤0.01% 1246
2019
Q2 		$74K Hold
4,437
– – ﹤0.01% 1246
2019
Q1 		$74K Buy
+4,437
New +$88.6K ﹤0.01% 1246

Other funds holding ORGO

Morgan Stanley
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FLAM
First Light Asset Management Edina, Minnesota $1.65B AUM 203.21% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Carson Wealth (CWM LLC)'s ORGO Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Organogenesis Holdings (ORGO) stake by 1.1% in Q1 2026, selling an estimated $1.42K and leaving 37,912 shares worth $89.9K. The position accounts for ﹤0.01% of the portfolio, ranked #3364.

Carson Wealth (CWM LLC) first reported a position in ORGO in Q1 2019 and has held it in 28 quarters since. The position peaked at $276K in Q1 2025. 121 funds tracked by Wall St. Rank hold ORGO as of Q1 2026.

  • Carson Wealth (CWM LLC) held 37,912 shares of Organogenesis Holdings worth $89.9K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 411 Organogenesis Holdings shares in Q1 2026, an estimated $1.42K.
  • Organogenesis Holdings made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3364 holding.
  • Carson Wealth (CWM LLC) first reported a position in Organogenesis Holdings in Q1 2019 and has held it in 28 quarters since.
  • Carson Wealth (CWM LLC)'s Organogenesis Holdings position peaked at $276K in Q1 2025.
  • 121 funds tracked by Wall St. Rank held Organogenesis Holdings as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.