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SOA Wealth Advisors’s Organon & Co OGN Stock Holding History

SOA Wealth 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
2026
Q1 		$1.07K Sell
179
-3
-2% -$23 ﹤0.01% 746
2025
Q4 		$1.31K Hold
182
– – ﹤0.01% 741
2025
Q3 		$1.94K Sell
182
-3
-2% -$29 ﹤0.01% 728
2025
Q2 		$1.79K Sell
185
-187
-50% -$1.93K ﹤0.01% 726
2025
Q1 		$5.54K Sell
372
-29
-7% -$446 ﹤0.01% 625
2024
Q4 		$5.99K Sell
401
-8
-2% -$130 ﹤0.01% 601
2024
Q3 		$7.82K Buy
409
+4
+1% +$83 ﹤0.01% 564
2024
Q2 		$8.38K Sell
405
-161
-28% -$3.2K ﹤0.01% 556
2024
Q1 		$10.7K Sell
566
-39
-6% -$669 ﹤0.01% 531
2023
Q4 		$8.72K Sell
605
-103
-15% -$1.4K ﹤0.01% 544
2023
Q3 		$12.3K Sell
708
-10
-1% -$209 ﹤0.01% 496
2023
Q2 		$14.9K Sell
718
-35
-5% -$761 ﹤0.01% 475
2023
Q1 		$17.7K Buy
753
+6
+0.8% +$161 ﹤0.01% 446
2022
Q4 		$20.9K Sell
747
-16
-2% -$409 0.01% 399
2022
Q3 		$17K Sell
763
-38
-5% -$1.15K 0.01% 417
2022
Q2 		$27K Sell
801
-517
-39% -$18.1K 0.01% 342
2022
Q1 		$46K Buy
1,318
+22
+2% +$752 0.01% 323
2021
Q4 		$39K Sell
1,296
-27
-2% -$879 0.01% 331
2021
Q3 		$43K Buy
+1,323
New +$42.3K 0.01% 325

Other funds holding OGN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
KBG
Kahn Brothers Group New York $564M AUM 25.3% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

SOA Wealth Advisors's OGN Position: Q1 2026 in Review

SOA Wealth Advisors reduced its Organon & Co (OGN) stake by 1.6% in Q1 2026, selling an estimated $23 and leaving 179 shares worth $1.07K. The position accounts for ﹤0.01% of the portfolio, ranked #746.

SOA Wealth Advisors first reported a position in OGN in Q3 2021 and has held it in 19 quarters since. The position peaked at $46K in Q1 2022. 603 funds tracked by Wall St. Rank hold OGN as of Q1 2026.

  • SOA Wealth Advisors held 179 shares of Organon & Co worth $1.07K as of Q1 2026.
  • SOA Wealth Advisors sold 3 Organon & Co shares in Q1 2026, an estimated $23.
  • Organon & Co made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q1 2026, its #746 holding.
  • SOA Wealth Advisors first reported a position in Organon & Co in Q3 2021 and has held it in 19 quarters since.
  • SOA Wealth Advisors's Organon & Co position peaked at $46K in Q1 2022.
  • 603 funds tracked by Wall St. Rank held Organon & Co as of Q1 2026.

Based on SOA Wealth Advisors's 13F filing for Q1 2026, filed 20 May 2026.