Creative Planning’s Organogenesis Holdings ORGO Stock Holding History

Creative Planning’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	$53K	Sell	22,355 -13,229	-37%	-$45.8K	﹤0.01%	3980
2025 Q4	$184K	Sell	35,584 -2,695	-7%	-$13.1K	﹤0.01%	3581
2025 Q3	$162K	Buy	38,279 +2,887	+8%	+$13.4K	﹤0.01%	3556
2025 Q2	$130K	Buy	35,392 +16,205	+84%	+$60.4K	﹤0.01%	3374
2025 Q1	$82.9K	Buy	19,187 +1,154	+6%	+$4.66K	﹤0.01%	3280
2024 Q4	$57.7K	Sell	18,033 -2,469	-12%	-$8.28K	﹤0.01%	3229
2024 Q3	$58.6K	Sell	20,502 -1,367	-6%	-$3.83K	﹤0.01%	3073
2024 Q2	$61.2K	Buy	+21,869	New	+$58.7K	﹤0.01%	2908
2023 Q2	–	Sell	-23,119	Closed	-$49.2K	–	2776
2023 Q1	$49.2K	Buy	+23,119	New	+$57.1K	﹤0.01%	2343

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

Creative Planning's ORGO Position: Q1 2026 in Review

Creative Planning reduced its Organogenesis Holdings (ORGO) stake by 37% in Q1 2026, selling an estimated $45.8K and leaving 22,355 shares worth $53K. The position accounts for ﹤0.01% of the portfolio, ranked #3980.

Creative Planning first reported a position in ORGO in Q1 2023 and has held it in 9 quarters since. The position peaked at $184K in Q4 2025. 121 funds tracked by Wall St. Rank hold ORGO as of Q1 2026.

Creative Planning held 22,355 shares of Organogenesis Holdings worth $53K as of Q1 2026.
Creative Planning sold 13,229 Organogenesis Holdings shares in Q1 2026, an estimated $45.8K.
Organogenesis Holdings made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3980 holding.
Creative Planning first reported a position in Organogenesis Holdings in Q1 2023 and has held it in 9 quarters since.
Creative Planning's Organogenesis Holdings position peaked at $184K in Q4 2025.
121 funds tracked by Wall St. Rank held Organogenesis Holdings as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.