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Essential Partners’s Organogenesis Holdings ORGO Stock Holding History

Essential 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
Q3 		$467 Sell
341
-566
-62% -$1.11K ﹤0.01% 2418
2026
Q2 		$2.2K Buy
907
+383
+73% +$936 ﹤0.01% 1934
2026
Q1 		$1.24K Sell
524
-279
-35% -$966 ﹤0.01% 2177
2025
Q4 		$4.16K Buy
803
+200
+33% +$969 ﹤0.01% 1505
2025
Q3 		$2.54K Buy
603
+28
+5% +$130 ﹤0.01% 1713
2025
Q2 		$2.1K Buy
+575
New +$2.14K ﹤0.01% 1303

Other funds holding ORGO

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AP
Anchyra Partners Atlanta, Georgia $477M AUM 34.33% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CS
Capital Square Chattanooga, Tennessee $227M AUM 12.51% 1-Year Est. Return
AHL
Abel Hall LLC Baton Rouge, Louisiana $556M AUM 43.18% 1-Year Est. Return
SteelPeak Wealth
SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Essential Partners's ORGO Position: Q3 2026 in Review

Essential Partners reduced its Organogenesis Holdings (ORGO) stake by 62% in Q3 2026, selling an estimated $1.11K and leaving 341 shares worth $467. The position accounts for ﹤0.01% of the portfolio, ranked #2418.

Essential Partners first reported a position in ORGO in Q2 2025 and has held it in 6 quarters since. The position peaked at $4.16K in Q4 2025. 12 funds tracked by Wall St. Rank hold ORGO as of Q3 2026.

  • Essential Partners held 341 shares of Organogenesis Holdings worth $467 as of Q3 2026.
  • Essential Partners sold 566 Organogenesis Holdings shares in Q3 2026, an estimated $1.11K.
  • Organogenesis Holdings made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #2418 holding.
  • Essential Partners first reported a position in Organogenesis Holdings in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's Organogenesis Holdings position peaked at $4.16K in Q4 2025.
  • 12 funds tracked by Wall St. Rank held Organogenesis Holdings as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.