Merit Financial Group
ORGO icon

Merit Financial Group’s Organogenesis Holdings ORGO Stock Holding History

Merit Financial Group’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 		– Sell
-16,211
Closed -$39.4K – 2530
2026
Q2 		$39.4K Buy
+16,211
New +$39.6K ﹤0.01% 2307
2025
Q2 		– Sell
-10,325
Closed -$44.6K – 1737
2025
Q1 		$44.6K Buy
+10,325
New +$41.7K ﹤0.01% 1376

Other funds holding ORGO

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Jefferies Financial Group
Jefferies Financial Group New York $13.5B AUM 36.68% 1-Year Est. Return

Merit Financial Group's ORGO Position: Q3 2026 in Review

Merit Financial Group sold out of Organogenesis Holdings (ORGO) in Q3 2026, closing a stake of 16,211 shares — an estimated $39.4K sold.

Merit Financial Group first reported a position in ORGO in Q1 2025 and held it in 2 quarters. The position peaked at $44.6K in Q1 2025. 45 funds tracked by Wall St. Rank hold ORGO as of Q3 2026.

  • Merit Financial Group reported no remaining Organogenesis Holdings position as of Q3 2026 after selling out during the quarter.
  • Merit Financial Group sold 16,211 Organogenesis Holdings shares in Q3 2026, an estimated $39.4K.
  • Merit Financial Group first reported a position in Organogenesis Holdings in Q1 2025 and held it in 2 quarters.
  • Merit Financial Group's Organogenesis Holdings position peaked at $44.6K in Q1 2025.
  • 45 funds tracked by Wall St. Rank held Organogenesis Holdings as of Q3 2026.

Based on Merit Financial Group's 13F filing for Q3 2026, filed 6 Nov 2026.