ORG Wealth Partners
ADV icon

ORG Wealth Partners’s Advantage Solutions ADV Stock Holding History

ORG Wealth Partners’s Portfolio ADV Stock Details ADV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$155 Buy
+6
New +$209 ﹤0.01% 2398

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UBS Group
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Walleye Capital
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Stoic Point Capital Management
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Empowered Funds
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Dimensional Fund Advisors
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Vanguard Portfolio Management
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ORG Wealth Partners's ADV Position: Q3 2026 in Review

ORG Wealth Partners opened a new position in Advantage Solutions (ADV) in Q3 2026: 6 shares worth $155. The stake represents ﹤0.01% of the portfolio and ranks #2398 among its holdings.

65 funds tracked by Wall St. Rank hold ADV as of Q3 2026.

  • ORG Wealth Partners held 6 shares of Advantage Solutions worth $155 as of Q3 2026.
  • Advantage Solutions was a new ORG Wealth Partners position in Q3 2026.
  • Advantage Solutions made up ﹤0.01% of ORG Wealth Partners's portfolio in Q3 2026, its #2398 holding.
  • 65 funds tracked by Wall St. Rank held Advantage Solutions as of Q3 2026.

Based on ORG Wealth Partners's 13F filing for Q3 2026, filed 3 Nov 2026.