OWP
ZVIA icon

ORG Wealth Partners’s Zevia ZVIA Stock Holding History

ORG Wealth Partners’s Portfolio ZVIA Stock Details ZVIA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-30,674
Closed -$129K – 817
2024
Q4 		$129K Buy
+30,674
New +$62.5K 0.04% 151

Other funds holding ZVIA

Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

ORG Wealth Partners's ZVIA Position: Q1 2025 in Review

ORG Wealth Partners sold out of Zevia (ZVIA) in Q1 2025, closing a stake of 30,674 shares — an estimated $129K sold.

ORG Wealth Partners first reported a position in ZVIA in Q4 2024 and held it in 1 quarter. The position peaked at $129K in Q4 2024. 81 funds tracked by Wall St. Rank hold ZVIA as of Q1 2025.

  • ORG Wealth Partners reported no remaining Zevia position as of Q1 2025 after selling out during the quarter.
  • ORG Wealth Partners sold 30,674 Zevia shares in Q1 2025, an estimated $129K.
  • ORG Wealth Partners first reported a position in Zevia in Q4 2024 and held it in 1 quarter.
  • ORG Wealth Partners's Zevia position peaked at $129K in Q4 2024.
  • 81 funds tracked by Wall St. Rank held Zevia as of Q1 2025.

Based on ORG Wealth Partners's 13F filing for Q1 2025, filed 21 Apr 2025.