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 Q2	$205K	Buy	84,428 +62,073	+278%	+$152K	﹤0.01%	3859
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 $1.89T 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

Creative Planning's ORGO Position: Q2 2026 in Review

Creative Planning increased its Organogenesis Holdings (ORGO) stake by 278% in Q2 2026, buying an estimated $152K and bringing the position to 84,428 shares worth $205K. The position accounts for ﹤0.01% of the portfolio, ranked #3859.

Creative Planning first reported a position in ORGO in Q1 2023 and has held it in 10 quarters since. 136 funds tracked by Wall St. Rank hold ORGO as of Q2 2026.

Creative Planning held 84,428 shares of Organogenesis Holdings worth $205K as of Q2 2026.
Creative Planning bought 62,073 Organogenesis Holdings shares in Q2 2026, an estimated $152K.
Organogenesis Holdings made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3859 holding.
Creative Planning first reported a position in Organogenesis Holdings in Q1 2023 and has held it in 10 quarters since.
136 funds tracked by Wall St. Rank held Organogenesis Holdings as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.