ORG Wealth Partners’s Aterian ATER Stock Holding History

ORG Wealth Partners’s Portfolio ATER Stock Details ATER Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-4	Closed	-$4	–	606
2025 Q3	$4	Hold	4	–	–	﹤0.01%	624
2025 Q2	$6	Hold	4	–	–	﹤0.01%	665
2025 Q1	$8	Buy	+4	New	+$9	﹤0.01%	753

Other funds holding ATER

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return

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

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

GCP

GSA Capital Partners London, United Kingdom $1.59B AUM 39.81% 1-Year Est. Return

ORG Wealth Partners's ATER Position: Q4 2025 in Review

ORG Wealth Partners sold out of Aterian (ATER) in Q4 2025, closing a stake of 4 shares — an estimated $4 sold.

ORG Wealth Partners first reported a position in ATER in Q1 2025 and held it in 3 quarters. The position peaked at $8 in Q1 2025. 29 funds tracked by Wall St. Rank hold ATER as of Q4 2025.

ORG Wealth Partners reported no remaining Aterian position as of Q4 2025 after selling out during the quarter.
ORG Wealth Partners sold 4 Aterian shares in Q4 2025, an estimated $4.
ORG Wealth Partners first reported a position in Aterian in Q1 2025 and held it in 3 quarters.
ORG Wealth Partners's Aterian position peaked at $8 in Q1 2025.
29 funds tracked by Wall St. Rank held Aterian as of Q4 2025.

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