OWP
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ORG Wealth Partners’s Factset FDS Stock Holding History

ORG Wealth Partners’s Portfolio FDS Stock Details FDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$9.2K Sell
40
-313
-89% -$71.9K ﹤0.01% 541
2026
Q1 		$76.6K Sell
353
-306
-46% -$71.4K 0.02% 303
2025
Q4 		$191K Buy
659
+358
+119% +$101K 0.04% 208
2025
Q3 		$86.2K Buy
301
+170
+130% +$64.9K 0.02% 292
2025
Q2 		$59K Sell
131
-1
-0.8% -$438 0.01% 315
2025
Q1 		$60.3K Buy
+132
New +$60.1K 0.02% 332

Other funds holding FDS

BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

ORG Wealth Partners reduced its Factset (FDS) stake by 89% in Q2 2026, selling an estimated $71.9K and leaving 40 shares worth $9.2K. The position accounts for ﹤0.01% of the portfolio, ranked #541.

ORG Wealth Partners first reported a position in FDS in Q1 2025 and has held it in 6 quarters since. The position peaked at $191K in Q4 2025. 762 funds tracked by Wall St. Rank hold FDS as of Q2 2026.

  • ORG Wealth Partners held 40 shares of Factset worth $9.2K as of Q2 2026.
  • ORG Wealth Partners sold 313 Factset shares in Q2 2026, an estimated $71.9K.
  • Factset made up ﹤0.01% of ORG Wealth Partners's portfolio in Q2 2026, its #541 holding.
  • ORG Wealth Partners first reported a position in Factset in Q1 2025 and has held it in 6 quarters since.
  • ORG Wealth Partners's Factset position peaked at $191K in Q4 2025.
  • 762 funds tracked by Wall St. Rank held Factset as of Q2 2026.

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