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 Q2	$370K	Sell	152,250 -255,715	-63%	-$625K	0.07%	130
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 $1.89T AUM 35.08% 1-Year Est. Return

SCM

Soleus Capital Management Greenwich, Connecticut $2.9B AUM 169.69% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Wealth Dimensions Group's ORGO Position: Q2 2026 in Review

Wealth Dimensions Group reduced its Organogenesis Holdings (ORGO) stake by 63% in Q2 2026, selling an estimated $625K and leaving 152,250 shares worth $370K. The position accounts for 0.07% of the portfolio, ranked #130.

Wealth Dimensions Group first reported a position in ORGO in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.11M in Q4 2025. 136 funds tracked by Wall St. Rank hold ORGO as of Q2 2026.

Wealth Dimensions Group held 152,250 shares of Organogenesis Holdings worth $370K as of Q2 2026.
Wealth Dimensions Group sold 255,715 Organogenesis Holdings shares in Q2 2026, an estimated $625K.
Organogenesis Holdings made up 0.07% of Wealth Dimensions Group's portfolio in Q2 2026, its #130 holding.
Wealth Dimensions Group first reported a position in Organogenesis Holdings in Q4 2020 and has held it in 23 quarters since.
Wealth Dimensions Group's Organogenesis Holdings position peaked at $2.11M in Q4 2025.
136 funds tracked by Wall St. Rank held Organogenesis Holdings as of Q2 2026.

Based on Wealth Dimensions Group's 13F filing for Q2 2026, filed 22 Jul 2026.