Mark Sheptoff Financial Planning’s Organon & Co OGN Stock Holding History

Mark Sheptoff Financial Planning’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 Q1	$160	Buy	+12	New	+$90	﹤0.01%	503
2024 Q2	–	Sell	-61	Closed	-$1.15K	–	440
2024 Q1	$1.15K	Buy	61 +10	+20%	+$172	﹤0.01%	372
2023 Q4	$735	Hold	51	–	–	﹤0.01%	376
2023 Q3	$885	Hold	51	–	–	﹤0.01%	356
2023 Q2	$1.06K	Hold	51	–	–	﹤0.01%	361
2023 Q1	$1.2K	Hold	51	–	–	﹤0.01%	359
2022 Q4	$1.42K	Buy	51 +47	+1,175%	+$1.2K	﹤0.01%	362
2022 Q3	$0	Hold	4	–	–	﹤0.01%	392
2022 Q2	$0	Hold	4	–	–	﹤0.01%	415
2022 Q1	$0	Hold	4	–	–	﹤0.01%	472
2021 Q4	$0	Buy	+4	New	+$130	﹤0.01%	471

Other funds holding OGN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

KBG

Kahn Brothers Group New York $564M AUM 25.3% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

PMG

Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

Mark Sheptoff Financial Planning's OGN Position: Q1 2026 in Review

Mark Sheptoff Financial Planning opened a new position in Organon & Co (OGN) in Q1 2026: 12 shares worth $160. The stake represents ﹤0.01% of the portfolio and ranks #503 among its holdings. This is a return to the name: Mark Sheptoff Financial Planning previously reported a position in OGN as recently as Q1 2024.

Mark Sheptoff Financial Planning first reported a position in OGN in Q4 2021 and has held it in 11 quarters since. The position peaked at $1.42K in Q4 2022. 603 funds tracked by Wall St. Rank hold OGN as of Q1 2026.

Mark Sheptoff Financial Planning held 12 shares of Organon & Co worth $160 as of Q1 2026.
Organon & Co was a new Mark Sheptoff Financial Planning position in Q1 2026.
Organon & Co made up ﹤0.01% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #503 holding.
Mark Sheptoff Financial Planning first reported a position in Organon & Co in Q4 2021 and has held it in 11 quarters since.
Mark Sheptoff Financial Planning's Organon & Co position peaked at $1.42K in Q4 2022.
603 funds tracked by Wall St. Rank held Organon & Co as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.