ORG Partners’s Ameresco AMRC Stock Holding History

ORG Partners’s Portfolio AMRC Stock Details AMRC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$732	Hold	25	–	–	﹤0.01%	1581
2025 Q3	$839	Buy	+25	New	+$572	﹤0.01%	1411

Other funds holding AMRC

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

GIM

Granahan Investment Management Waltham, Massachusetts $2.81B AUM 83.9% 1-Year Est. Return

ORG Partners's AMRC Position: Q4 2025 in Review

ORG Partners held its Ameresco (AMRC) position steady in Q4 2025 at 25 shares worth $732. The position accounts for ﹤0.01% of the portfolio, ranked #1581.

ORG Partners first reported a position in AMRC in Q3 2025 and has held it in 2 quarters since. The position peaked at $839 in Q3 2025. 189 funds tracked by Wall St. Rank hold AMRC as of Q4 2025.

ORG Partners held 25 shares of Ameresco worth $732 as of Q4 2025.
ORG Partners left its Ameresco share count unchanged in Q4 2025.
Ameresco made up ﹤0.01% of ORG Partners's portfolio in Q4 2025, its #1581 holding.
ORG Partners first reported a position in Ameresco in Q3 2025 and has held it in 2 quarters since.
ORG Partners's Ameresco position peaked at $839 in Q3 2025.
189 funds tracked by Wall St. Rank held Ameresco as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.