OWP
SI

ORG Wealth Partners’s SIEMENS AKTIENGESELLSCHAFT ADS SI Stock Holding History

ORG Wealth Partners’s Portfolio SI Stock Details SI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.31K Sell
33
-41
-55% -$6.6K ﹤0.01% 575
2026
Q1 		$9.02K Buy
74
+35
+90% +$4.27K ﹤0.01% 514
2025
Q4 		$5.46K Buy
39
+4
+11% +$560 ﹤0.01% 514
2025
Q3 		$4.72K Buy
35
+2
+6% +$270 ﹤0.01% 529
2025
Q2 		$4.21K Hold
33
– – ﹤0.01% 563
2025
Q1 		$3.82K Sell
33
-2
-6% -$231 ﹤0.01% 637
2024
Q4 		$3.38K Hold
35
– – ﹤0.01% 452
2024
Q3 		$3.54K Buy
+35
New +$3.54K ﹤0.01% 424

Other funds holding SI

CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return
VDI
Vaughan David Investments Peoria, Illinois $5.02B AUM 23.43% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
ACM
Altrius Capital Management New Bern, North Carolina $526M AUM 20.91% 1-Year Est. Return
BCAM
Boston Common Asset Management Boston, Massachusetts $1.69B AUM 28.29% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $133B AUM 43.5% 1-Year Est. Return
GLA
Great Lakes Advisors Chicago, Illinois $13.1B AUM 34.09% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
HJIM
Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return

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

ORG Wealth Partners reduced its SIEMENS AKTIENGESELLSCHAFT ADS (SI) stake by 55% in Q2 2026, selling an estimated $6.6K and leaving 33 shares worth $5.31K. The position accounts for ﹤0.01% of the portfolio, ranked #575.

ORG Wealth Partners first reported a position in SI in Q3 2024 and has held it in 8 quarters since. The position peaked at $9.02K in Q1 2026. 54 funds tracked by Wall St. Rank hold SI as of Q2 2026.

  • ORG Wealth Partners held 33 shares of SIEMENS AKTIENGESELLSCHAFT ADS worth $5.31K as of Q2 2026.
  • ORG Wealth Partners sold 41 SIEMENS AKTIENGESELLSCHAFT ADS shares in Q2 2026, an estimated $6.6K.
  • SIEMENS AKTIENGESELLSCHAFT ADS made up ﹤0.01% of ORG Wealth Partners's portfolio in Q2 2026, its #575 holding.
  • ORG Wealth Partners first reported a position in SIEMENS AKTIENGESELLSCHAFT ADS in Q3 2024 and has held it in 8 quarters since.
  • ORG Wealth Partners's SIEMENS AKTIENGESELLSCHAFT ADS position peaked at $9.02K in Q1 2026.
  • 54 funds tracked by Wall St. Rank held SIEMENS AKTIENGESELLSCHAFT ADS as of Q2 2026.

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