Rise Advisors’s Organon & Co OGN Stock Holding History

Rise Advisors’s Portfolio OGN Stock Details OGN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-186	Closed	-$1.99K	–	1018
2025 Q3	$1.99K	Hold	186	–	–	﹤0.01%	1192
2025 Q2	$1.8K	Buy	186 +53	+40%	+$547	﹤0.01%	1205
2025 Q1	$1.99K	Buy	133 +63	+90%	+$969	﹤0.01%	1180
2024 Q4	$1.04K	Sell	70 -331	-83%	-$5.39K	﹤0.01%	1083
2024 Q3	$7.67K	Sell	401 -10	-2%	-$207	﹤0.01%	1048
2024 Q2	$8.5K	Buy	411 +20	+5%	+$397	﹤0.01%	1042
2024 Q1	$7.35K	Buy	391 +323	+475%	+$5.54K	﹤0.01%	1069
2023 Q4	$976	Buy	68 +1	+1%	+$14	﹤0.01%	522
2023 Q3	$1.16K	Sell	67 -194	-74%	-$4.04K	﹤0.01%	521
2023 Q2	$5.44K	Sell	261 -5	-2%	-$109	﹤0.01%	415
2023 Q1	$6.26K	Hold	266	–	–	﹤0.01%	425
2022 Q4	$7.43K	Hold	266	–	–	0.01%	394
2022 Q3	$6K	Buy	266 +1	+0.4%	+$30	0.01%	416
2022 Q2	$9K	Hold	265	–	–	0.01%	355
2022 Q1	$9K	Sell	265 -1	-0.4%	-$34	0.01%	349
2021 Q4	$8.09K	Buy	+266	New	+$8.66K	0.01%	346

Other funds holding OGN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Kahn Brothers Group New York $564M AUM 25.3% 1-Year Est. Return