TWD
OGN icon

True Wealth Design’s Organon & Co OGN Stock Holding History

True Wealth Design’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 		– Sell
-16
Closed -$217 – 2722
2026
Q2 		$217 Buy
+16
New +$191 ﹤0.01% 2436
2025
Q4 		– Sell
-3
Closed -$33 – 2747
2025
Q3 		$33 Hold
3
– – ﹤0.01% 2621
2025
Q2 		$30 Sell
3
-16
-84% -$165 ﹤0.01% 2470
2025
Q1 		$283 Buy
+19
New +$292 ﹤0.01% 1803
2024
Q3 		– Sell
-13
Closed -$279 – 1300
2024
Q2 		$279 Buy
+13
New +$258 ﹤0.01% 721
2023
Q2 		– Sell
-15
Closed -$353 – 849
2023
Q1 		$353 Hold
15
– – ﹤0.01% 605
2022
Q4 		$419 Buy
+15
New +$384 ﹤0.01% 500

Other funds holding OGN

DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
FIM
Fruth Investment Management Houston, Texas $409M AUM 32.01% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
AB
Atlas Brown Louisville, Kentucky $379M AUM 27.6% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

True Wealth Design's OGN Position: Q3 2026 in Review

True Wealth Design sold out of Organon & Co (OGN) in Q3 2026, closing a stake of 16 shares — an estimated $217 sold.

True Wealth Design first reported a position in OGN in Q4 2022 and held it in 7 quarters. The position peaked at $419 in Q4 2022. 37 funds tracked by Wall St. Rank hold OGN as of Q3 2026.

  • True Wealth Design reported no remaining Organon & Co position as of Q3 2026 after selling out during the quarter.
  • True Wealth Design sold 16 Organon & Co shares in Q3 2026, an estimated $217.
  • True Wealth Design first reported a position in Organon & Co in Q4 2022 and held it in 7 quarters.
  • True Wealth Design's Organon & Co position peaked at $419 in Q4 2022.
  • 37 funds tracked by Wall St. Rank held Organon & Co as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.