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Palumbo Wealth Management’s Organogenesis Holdings ORGO Stock Holding History

Palumbo Wealth Management’s Portfolio ORGO Stock Details ORGO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-57,849
Closed -$137K – 246
2026
Q1 		$137K Buy
57,849
+19,798
+52% +$68.6K 0.03% 215
2025
Q4 		$197K Buy
+38,051
New +$184K 0.05% 210
2025
Q3 		– Sell
-41,060
Closed -$150K – 213
2025
Q2 		$150K Buy
41,060
+2,394
+6% +$8.92K 0.05% 190
2025
Q1 		$167K Buy
38,666
+18,476
+92% +$74.6K 0.06% 172
2024
Q4 		$64.6K Buy
+20,190
New +$67.7K 0.02% 171
2024
Q1 		– Sell
-11,132
Closed -$45.5K – 143
2023
Q4 		$45.5K Buy
+11,132
New +$31.2K 0.02% 120

Other funds holding ORGO

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SCM
Soleus Capital Management Greenwich, Connecticut $2.9B AUM 169.69% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Palumbo Wealth Management's ORGO Position: Q2 2026 in Review

Palumbo Wealth Management sold out of Organogenesis Holdings (ORGO) in Q2 2026, closing a stake of 57,849 shares — an estimated $137K sold.

Palumbo Wealth Management first reported a position in ORGO in Q4 2023 and held it in 6 quarters. The position peaked at $197K in Q4 2025. 136 funds tracked by Wall St. Rank hold ORGO as of Q2 2026.

  • Palumbo Wealth Management reported no remaining Organogenesis Holdings position as of Q2 2026 after selling out during the quarter.
  • Palumbo Wealth Management sold 57,849 Organogenesis Holdings shares in Q2 2026, an estimated $137K.
  • Palumbo Wealth Management first reported a position in Organogenesis Holdings in Q4 2023 and held it in 6 quarters.
  • Palumbo Wealth Management's Organogenesis Holdings position peaked at $197K in Q4 2025.
  • 136 funds tracked by Wall St. Rank held Organogenesis Holdings as of Q2 2026.

Based on Palumbo Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.