Evermay Wealth Management
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Evermay Wealth Management’s Organon & Co OGN Stock Holding History

Evermay Wealth Management’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
2026
Q3 		$658 Sell
48
-50
-51% -$682 ﹤0.01% 597
2026
Q2 		$1.33K Buy
98
+50
+104% +$598 ﹤0.01% 608
2026
Q1 		$288 Hold
48
– – ﹤0.01% 580
2025
Q4 		$345 Hold
48
– – ﹤0.01% 551
2025
Q3 		$513 Hold
48
– – ﹤0.01% 523
2025
Q2 		$465 Hold
48
– – ﹤0.01% 535
2025
Q1 		$715 Buy
+48
New +$738 ﹤0.01% 537
2024
Q3 		– Sell
-30
Closed -$621 – 618
2024
Q2 		$621 Hold
30
– – ﹤0.01% 574
2024
Q1 		$564 Buy
+30
New +$515 ﹤0.01% 574
2023
Q3 		– Sell
-311
Closed -$6.47K – 574
2023
Q2 		$6.47K Hold
311
– – ﹤0.01% 453
2023
Q1 		$7.32K Buy
311
+47
+18% +$1.26K ﹤0.01% 439
2022
Q4 		$7.37K Sell
264
-11
-4% -$281 ﹤0.01% 440
2022
Q3 		$6K Hold
275
– – ﹤0.01% 438
2022
Q2 		$9K Sell
275
-20
-7% -$701 ﹤0.01% 408
2022
Q1 		$10K Buy
295
+11
+4% +$376 ﹤0.01% 422
2021
Q4 		$9K Sell
284
-120
-30% -$3.91K ﹤0.01% 413
2021
Q3 		$13K Sell
404
-1,460
-78% -$46.7K ﹤0.01% 366
2021
Q2 		$56K Buy
+1,864
New +$61.4K 0.01% 271

Other funds holding OGN

Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $45.4B AUM 34.02% 1-Year Est. Return
Private Management Group
Private Management Group Irvine, California $3.63B AUM 11.02% 1-Year Est. Return

Evermay Wealth Management's OGN Position: Q3 2026 in Review

Evermay Wealth Management reduced its Organon & Co (OGN) stake by 51% in Q3 2026, selling an estimated $682 and leaving 48 shares worth $658. The position accounts for ﹤0.01% of the portfolio, ranked #597.

Evermay Wealth Management first reported a position in OGN in Q2 2021 and has held it in 18 quarters since. The position peaked at $56K in Q2 2021. 359 funds tracked by Wall St. Rank hold OGN as of Q3 2026.

  • Evermay Wealth Management held 48 shares of Organon & Co worth $658 as of Q3 2026.
  • Evermay Wealth Management sold 50 Organon & Co shares in Q3 2026, an estimated $682.
  • Organon & Co made up ﹤0.01% of Evermay Wealth Management's portfolio in Q3 2026, its #597 holding.
  • Evermay Wealth Management first reported a position in Organon & Co in Q2 2021 and has held it in 18 quarters since.
  • Evermay Wealth Management's Organon & Co position peaked at $56K in Q2 2021.
  • 359 funds tracked by Wall St. Rank held Organon & Co as of Q3 2026.

Based on Evermay Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.