ORG Wealth Partners’s DataMeds AI MEDS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-2,000	Closed	-$88.7K	–	662
2025 Q3	$88.7K	Buy	+2,000	New	+$106K	0.02%	288

Other funds holding MEDS

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

XTX Topco George Town, Cayman Islands $7.72B AUM 32.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

TSS

Two Sigma Securities New York $1.16B AUM 36.23% 1-Year Est. Return

VFIC

Valley Forge Investment Consultants Audubon, Pennsylvania $388M AUM 22.18% 1-Year Est. Return

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

ORG Wealth Partners sold out of DataMeds AI (MEDS) in Q4 2025, closing a stake of 2,000 shares — an estimated $88.7K sold.

ORG Wealth Partners first reported a position in MEDS in Q3 2025 and held it in 1 quarter. The position peaked at $88.7K in Q3 2025. 19 funds tracked by Wall St. Rank hold MEDS as of Q4 2025.

ORG Wealth Partners reported no remaining DataMeds AI position as of Q4 2025 after selling out during the quarter.
ORG Wealth Partners sold 2,000 DataMeds AI shares in Q4 2025, an estimated $88.7K.
ORG Wealth Partners first reported a position in DataMeds AI in Q3 2025 and held it in 1 quarter.
ORG Wealth Partners's DataMeds AI position peaked at $88.7K in Q3 2025.
19 funds tracked by Wall St. Rank held DataMeds AI as of Q4 2025.

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