ORG Wealth Partners
TIPT icon

ORG Wealth Partners’s Tiptree Inc TIPT Stock Holding History

ORG Wealth Partners’s Portfolio TIPT Stock Details TIPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$390 Buy
+23
New +$412 ﹤0.01% 2163

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Geode Capital Management
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State Street
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Gabelli Funds
Gabelli Funds Rye, New York $15.1B AUM 23.88% 1-Year Est. Return
Heartland Advisors
Heartland Advisors Milwaukee, Wisconsin $2.08B AUM 27.45% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Kennedy Capital Management
Kennedy Capital Management St Louis, Missouri $5.31B AUM 40.5% 1-Year Est. Return
TCW Group
TCW Group Los Angeles, California $13B AUM 38.16% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $123B AUM 30.05% 1-Year Est. Return

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

ORG Wealth Partners opened a new position in Tiptree Inc (TIPT) in Q3 2026: 23 shares worth $390. The stake represents ﹤0.01% of the portfolio and ranks #2163 among its holdings.

89 funds tracked by Wall St. Rank hold TIPT as of Q3 2026.

  • ORG Wealth Partners held 23 shares of Tiptree Inc worth $390 as of Q3 2026.
  • Tiptree Inc was a new ORG Wealth Partners position in Q3 2026.
  • Tiptree Inc made up ﹤0.01% of ORG Wealth Partners's portfolio in Q3 2026, its #2163 holding.
  • 89 funds tracked by Wall St. Rank held Tiptree Inc as of Q3 2026.

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