ORG Partners’s Destiny Tech100 DXYZ Stock Holding History

ORG Partners’s Portfolio DXYZ Stock Details DXYZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-20	Closed	-$748	–	1638
2025 Q1	$748	Buy	+20	New	+$946	﹤0.01%	1218

Other funds holding DXYZ

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

SAM

Strategy Asset Managers Pasadena, California $609M AUM 32.56% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

ORG Partners's DXYZ Position: Q2 2025 in Review

ORG Partners sold out of Destiny Tech100 (DXYZ) in Q2 2025, closing a stake of 20 shares — an estimated $748 sold.

ORG Partners first reported a position in DXYZ in Q1 2025 and held it in 1 quarter. The position peaked at $748 in Q1 2025. 55 funds tracked by Wall St. Rank hold DXYZ as of Q2 2025.

ORG Partners reported no remaining Destiny Tech100 position as of Q2 2025 after selling out during the quarter.
ORG Partners sold 20 Destiny Tech100 shares in Q2 2025, an estimated $748.
ORG Partners first reported a position in Destiny Tech100 in Q1 2025 and held it in 1 quarter.
ORG Partners's Destiny Tech100 position peaked at $748 in Q1 2025.
55 funds tracked by Wall St. Rank held Destiny Tech100 as of Q2 2025.

Based on ORG Partners's 13F filing for Q2 2025, filed 16 Jul 2025.