True Wealth Design’s Organogenesis Holdings ORGO Stock Holding History

True Wealth Design’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	$501	Sell	206 -413	-67%	-$1.01K	﹤0.01%	2203
2026 Q1	$1.47K	Sell	619 -89	-13%	-$308	﹤0.01%	1666
2025 Q4	$3.67K	Hold	708	–	–	﹤0.01%	1217
2025 Q3	$2.99K	Hold	708	–	–	﹤0.01%	1310
2025 Q2	$2.59K	Sell	708 -560	-44%	-$2.09K	﹤0.01%	1070
2025 Q1	$5.48K	Buy	1,268 +4	+0.3%	+$16	﹤0.01%	655
2024 Q4	$4.04K	Sell	1,264 -301	-19%	-$1.01K	﹤0.01%	572
2024 Q3	$4.48K	Buy	+1,565	New	+$4.39K	﹤0.01%	580

Other funds holding ORGO

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

SIS

Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return

MAM

Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

True Wealth Design's ORGO Position: Q2 2026 in Review

True Wealth Design reduced its Organogenesis Holdings (ORGO) stake by 67% in Q2 2026, selling an estimated $1.01K and leaving 206 shares worth $501. The position accounts for ﹤0.01% of the portfolio, ranked #2203.

True Wealth Design first reported a position in ORGO in Q3 2024 and has held it in 8 quarters since. The position peaked at $5.48K in Q1 2025. 10 funds tracked by Wall St. Rank hold ORGO as of Q2 2026.

True Wealth Design held 206 shares of Organogenesis Holdings worth $501 as of Q2 2026.
True Wealth Design sold 413 Organogenesis Holdings shares in Q2 2026, an estimated $1.01K.
Organogenesis Holdings made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2203 holding.
True Wealth Design first reported a position in Organogenesis Holdings in Q3 2024 and has held it in 8 quarters since.
True Wealth Design's Organogenesis Holdings position peaked at $5.48K in Q1 2025.
10 funds tracked by Wall St. Rank held Organogenesis Holdings as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.