Root Financial Partners
OGN icon

Root Financial Partners’s Organon & Co OGN Stock Holding History

Root Financial Partners’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
2026
Q3 		$16.7K Buy
+1,221
New +$16.6K ﹤0.01% 1651
2026
Q2 		– Sell
-149
Closed -$892 – 2279
2026
Q1 		$892 Sell
149
-40
-21% -$301 ﹤0.01% 2656
2025
Q4 		$1.35K Sell
189
-91
-33% -$719 ﹤0.01% 2054
2025
Q3 		$2.98K Buy
+280
New +$2.75K ﹤0.01% 1886

Other funds holding OGN

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Soros Fund Management
Soros Fund Management New York $8.51B AUM 25.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Root Financial Partners's OGN Position: Q3 2026 in Review

Root Financial Partners opened a new position in Organon & Co (OGN) in Q3 2026: 1,221 shares worth $16.7K. The stake represents ﹤0.01% of the portfolio and ranks #1651 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in OGN as recently as Q1 2026.

Root Financial Partners first reported a position in OGN in Q3 2025 and has held it in 4 quarters since. 507 funds tracked by Wall St. Rank hold OGN as of Q3 2026.

  • Root Financial Partners held 1,221 shares of Organon & Co worth $16.7K as of Q3 2026.
  • Organon & Co was a new Root Financial Partners position in Q3 2026.
  • Organon & Co made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1651 holding.
  • Root Financial Partners first reported a position in Organon & Co in Q3 2025 and has held it in 4 quarters since.
  • 507 funds tracked by Wall St. Rank held Organon & Co as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.