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Mount Yale Investment Advisors’s Organon & Co OGN Stock Holding History

Mount Yale Investment Advisors’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
2025
Q3 		– Sell
-605
Closed -$5.86K – 1293
2025
Q2 		$5.86K Buy
+605
New +$6.24K ﹤0.01% 1210

Other funds holding OGN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
GAM
Gotham Asset Management New York $43B AUM 34.97% 1-Year Est. Return

Mount Yale Investment Advisors's OGN Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of Organon & Co (OGN) in Q3 2025, closing a stake of 605 shares — an estimated $5.86K sold.

Mount Yale Investment Advisors first reported a position in OGN in Q2 2025 and held it in 1 quarter. The position peaked at $5.86K in Q2 2025. 671 funds tracked by Wall St. Rank hold OGN as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining Organon & Co position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 605 Organon & Co shares in Q3 2025, an estimated $5.86K.
  • Mount Yale Investment Advisors first reported a position in Organon & Co in Q2 2025 and held it in 1 quarter.
  • Mount Yale Investment Advisors's Organon & Co position peaked at $5.86K in Q2 2025.
  • 671 funds tracked by Wall St. Rank held Organon & Co as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.