OWP
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ORG Wealth Partners’s BILL Holdings BILL Stock Holding History

ORG Wealth Partners’s Portfolio BILL Stock Details BILL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-200
Closed -$9.21K – 633
2025
Q2 		$9.21K Hold
200
– – ﹤0.01% 501
2025
Q1 		$9.15K Buy
+200
New +$13.4K ﹤0.01% 540

Other funds holding BILL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CAM
Contour Asset Management New York $3.08B AUM 21.94% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return

ORG Wealth Partners's BILL Position: Q3 2025 in Review

ORG Wealth Partners sold out of BILL Holdings (BILL) in Q3 2025, closing a stake of 200 shares — an estimated $9.21K sold.

ORG Wealth Partners first reported a position in BILL in Q1 2025 and held it in 2 quarters. The position peaked at $9.21K in Q2 2025. 362 funds tracked by Wall St. Rank hold BILL as of Q3 2025.

  • ORG Wealth Partners reported no remaining BILL Holdings position as of Q3 2025 after selling out during the quarter.
  • ORG Wealth Partners sold 200 BILL Holdings shares in Q3 2025, an estimated $9.21K.
  • ORG Wealth Partners first reported a position in BILL Holdings in Q1 2025 and held it in 2 quarters.
  • ORG Wealth Partners's BILL Holdings position peaked at $9.21K in Q2 2025.
  • 362 funds tracked by Wall St. Rank held BILL Holdings as of Q3 2025.

Based on ORG Wealth Partners's 13F filing for Q3 2025, filed 24 Oct 2025.