ORG Wealth Partners’s Neptune Insurance Holdings NP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$437	Buy	+16	New	+$504	﹤0.01%	2119

Other funds holding NP

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Lord, Abbett & Co Jersey City, New Jersey $33.4B AUM 56.97% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $54.9B AUM 27.38% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $123B AUM 30.05% 1-Year Est. Return

ORG Wealth Partners's NP Position: Q3 2026 in Review

ORG Wealth Partners opened a new position in Neptune Insurance Holdings (NP) in Q3 2026: 16 shares worth $437. The stake represents ﹤0.01% of the portfolio and ranks #2119 among its holdings.

76 funds tracked by Wall St. Rank hold NP as of Q3 2026.

ORG Wealth Partners held 16 shares of Neptune Insurance Holdings worth $437 as of Q3 2026.
Neptune Insurance Holdings was a new ORG Wealth Partners position in Q3 2026.
Neptune Insurance Holdings made up ﹤0.01% of ORG Wealth Partners's portfolio in Q3 2026, its #2119 holding.
76 funds tracked by Wall St. Rank held Neptune Insurance Holdings as of Q3 2026.

Based on ORG Wealth Partners's 13F filing for Q3 2026, filed 3 Nov 2026.