Wealth Dimensions Group’s Organogenesis Holdings ORGO Stock Holding History

Wealth Dimensions Group’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 Q1	$967K	Hold	407,965	–	–	0.19%	64
2025 Q4	$2.11M	Hold	407,965	–	–	0.42%	35
2025 Q3	$1.72M	Hold	407,965	–	–	0.35%	40
2025 Q2	$1.49M	Hold	407,965	–	–	0.33%	41
2025 Q1	$1.76M	Hold	407,965	–	–	0.42%	35
2024 Q4	$1.31M	Hold	407,965	–	–	0.32%	41
2024 Q3	$1.17M	Hold	407,965	–	–	0.3%	42
2024 Q2	$1.14M	Buy	407,965 +331,840	+436%	+$891K	0.33%	38
2024 Q1	$216K	Hold	76,125	–	–	0.06%	132
2023 Q4	$311K	Hold	76,125	–	–	0.1%	107
2023 Q3	$242K	Hold	76,125	–	–	0.09%	116
2023 Q2	$253K	Hold	76,125	–	–	0.09%	119
2023 Q1	$162K	Hold	76,125	–	–	0.06%	132
2022 Q4	$205K	Hold	76,125	–	–	0.08%	124
2022 Q3	$247K	Hold	76,125	–	–	0.12%	103
2022 Q2	$371K	Hold	76,125	–	–	0.18%	88
2022 Q1	$580K	Buy	76,125 +15,225	+25%	+$118K	0.27%	62
2021 Q4	$563K	Hold	60,900	–	–	0.28%	64
2021 Q3	$867K	Hold	60,900	–	–	0.55%	33
2021 Q2	$1.01M	Hold	60,900	–	–	0.69%	26
2021 Q1	$1.11M	Hold	60,900	–	–	0.86%	24
2020 Q4	$459K	Buy	+60,900	New	+$289K	0.4%	55

Other funds holding ORGO

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SCM

Soleus Capital Management Greenwich, Connecticut $2.47B AUM 115.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

FLAM

First Light Asset Management Edina, Minnesota $1.12B AUM 114.45% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Wealth Dimensions Group's ORGO Position: Q1 2026 in Review

Wealth Dimensions Group held its Organogenesis Holdings (ORGO) position steady in Q1 2026 at 407,965 shares worth $967K. The position accounts for 0.19% of the portfolio, ranked #64.

Wealth Dimensions Group first reported a position in ORGO in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.11M in Q4 2025. 121 funds tracked by Wall St. Rank hold ORGO as of Q1 2026.

Wealth Dimensions Group held 407,965 shares of Organogenesis Holdings worth $967K as of Q1 2026.
Wealth Dimensions Group left its Organogenesis Holdings share count unchanged in Q1 2026.
Organogenesis Holdings made up 0.19% of Wealth Dimensions Group's portfolio in Q1 2026, its #64 holding.
Wealth Dimensions Group first reported a position in Organogenesis Holdings in Q4 2020 and has held it in 22 quarters since.
Wealth Dimensions Group's Organogenesis Holdings position peaked at $2.11M in Q4 2025.
121 funds tracked by Wall St. Rank held Organogenesis Holdings as of Q1 2026.

Based on Wealth Dimensions Group's 13F filing for Q1 2026, filed 12 May 2026.