United Capital Financial Advisors’s Organon & Co OGN Stock Holding History

United Capital Financial 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	$135K	Buy	+22,481	New	+$169K	﹤0.01%	1579
2025 Q4	–	Sell	-16,352	Closed	-$175K	–	1396
2025 Q3	$175K	Buy	+16,352	New	+$160K	﹤0.01%	1175
2025 Q2	–	Sell	-10,069	Closed	-$150K	–	1120
2025 Q1	$150K	Buy	+10,069	New	+$155K	﹤0.01%	1033
2024 Q4	–	Sell	-11,051	Closed	-$211K	–	1091
2024 Q3	$211K	Sell	11,051 -421	-4%	-$8.73K	﹤0.01%	991
2024 Q2	$237K	Sell	11,472 -569	-5%	-$11.3K	﹤0.01%	930
2024 Q1	$226K	Buy	12,041 +644	+6%	+$11.1K	﹤0.01%	979
2023 Q4	$164K	Buy	+11,397	New	+$155K	﹤0.01%	1016
2022 Q4	–	Sell	-9,927	Closed	-$232K	–	1090
2022 Q3	$232K	Sell	9,927 -540	-5%	-$16.3K	﹤0.01%	977
2022 Q2	$353K	Sell	10,467 -1,022	-9%	-$35.8K	﹤0.01%	895
2022 Q1	$401K	Sell	11,489 -1,156	-9%	-$39.5K	﹤0.01%	902
2021 Q4	$385K	Sell	12,645 -5,195	-29%	-$169K	﹤0.01%	939
2021 Q3	$585K	Sell	17,840 -17,851	-50%	-$571K	﹤0.01%	819
2021 Q2	$1.08M	Buy	+35,691	New	+$1.17M	0.01%	672

Other funds holding OGN

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

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

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 Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

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

United Capital Financial Advisors's OGN Position: Q1 2026 in Review

United Capital Financial Advisors opened a new position in Organon & Co (OGN) in Q1 2026: 22,481 shares worth $135K. The stake represents ﹤0.01% of the portfolio and ranks #1579 among its holdings. This is a return to the name: United Capital Financial Advisors previously reported a position in OGN as recently as Q3 2025.

United Capital Financial Advisors first reported a position in OGN in Q2 2021 and has held it in 13 quarters since. The position peaked at $1.08M in Q2 2021. 603 funds tracked by Wall St. Rank hold OGN as of Q1 2026.

United Capital Financial Advisors held 22,481 shares of Organon & Co worth $135K as of Q1 2026.
Organon & Co was a new United Capital Financial Advisors position in Q1 2026.
Organon & Co made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #1579 holding.
United Capital Financial Advisors first reported a position in Organon & Co in Q2 2021 and has held it in 13 quarters since.
United Capital Financial Advisors's Organon & Co position peaked at $1.08M in Q2 2021.
603 funds tracked by Wall St. Rank held Organon & Co as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.