OWP
CISO

ORG Wealth Partners’s CISO Global CISO Stock Holding History

ORG Wealth Partners’s Portfolio CISO Stock Details CISO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.26K Hold
4,546
– – ﹤0.01% 643
2026
Q1 		$1.57K Hold
4,546
– – ﹤0.01% 598
2025
Q4 		$2.18K Hold
4,546
– – ﹤0.01% 552
2025
Q3 		$4.77K Hold
4,546
– – ﹤0.01% 528
2025
Q2 		$5.32K Buy
+4,546
New +$4.01K ﹤0.01% 546

Other funds holding CISO

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
QPWM
Quadrant Private Wealth Management Center Valley, Pennsylvania $447M AUM 19.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

ORG Wealth Partners's CISO Position: Q2 2026 in Review

ORG Wealth Partners held its CISO Global (CISO) position steady in Q2 2026 at 4,546 shares worth $1.26K. The position accounts for ﹤0.01% of the portfolio, ranked #643.

ORG Wealth Partners first reported a position in CISO in Q2 2025 and has held it in 5 quarters since. The position peaked at $5.32K in Q2 2025. 17 funds tracked by Wall St. Rank hold CISO as of Q2 2026.

  • ORG Wealth Partners held 4,546 shares of CISO Global worth $1.26K as of Q2 2026.
  • ORG Wealth Partners left its CISO Global share count unchanged in Q2 2026.
  • CISO Global made up ﹤0.01% of ORG Wealth Partners's portfolio in Q2 2026, its #643 holding.
  • ORG Wealth Partners first reported a position in CISO Global in Q2 2025 and has held it in 5 quarters since.
  • ORG Wealth Partners's CISO Global position peaked at $5.32K in Q2 2025.
  • 17 funds tracked by Wall St. Rank held CISO Global as of Q2 2026.

Based on ORG Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.