ORG Wealth Partners
QUAD icon

ORG Wealth Partners’s Quad QUAD Stock Holding History

ORG Wealth Partners’s Portfolio QUAD Stock Details QUAD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$396 Buy
+43
New +$408 ﹤0.01% 2154

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Renaissance Technologies
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Geode Capital Management
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State Street
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Great Valley Advisor Group
Great Valley Advisor Group Wilmington, Delaware $6.91B AUM 16.83% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management Stamford, Connecticut $23.6B AUM 34.05% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

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

ORG Wealth Partners opened a new position in Quad (QUAD) in Q3 2026: 43 shares worth $396. The stake represents ﹤0.01% of the portfolio and ranks #2154 among its holdings.

112 funds tracked by Wall St. Rank hold QUAD as of Q3 2026.

  • ORG Wealth Partners held 43 shares of Quad worth $396 as of Q3 2026.
  • Quad was a new ORG Wealth Partners position in Q3 2026.
  • Quad made up ﹤0.01% of ORG Wealth Partners's portfolio in Q3 2026, its #2154 holding.
  • 112 funds tracked by Wall St. Rank held Quad as of Q3 2026.

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