Org Wealth Partners, LLC Purchases and Sells in Q2 2025

Org Wealth Partners, LLC

  • $233 Million
  • Q2 2025

Top Buys

Incresed Positions

159 operations
Stock Shares change Price Range Shares Held Trade History
3.54K
+ 7.74%
$94.31 - $157.99 $334K - $560K
49.3K $7.79M
14.3K
+ 184.76%
$67.83 - $84.09 $967K - $1.2M
22K $1.83M
169
+ 2.05%
$354.56 - $497.45 $59.9K - $84.1K
8.4K $4.18M
2.23K
+ 46.59%
$221.86 - $362.89 $496K - $811K
7.03K $2.23M
508
+ 17.11%
$321.63 - $509.31 $163K - $259K
3.48K $1.77M
2.29K
+ 16.86%
$146.58 - $180.01 $336K - $413K
15.9K $2.82M
View all

New Holdings

68 operations
Stock Shares change Price Range Shares Held Trade History
12.8K
New
$50.08 - $63.14 $643K - $810K
12.8K $810K
504
New
$361.04 - $536.34 $182K - $270K
504 $270K
3.82K
New
$45.65 - $57.01 $174K - $218K
3.82K $217K
1.63K
New
$115.1 - $129.63 $187K - $211K
1.63K $209K
303
New
$412.99 - $531.48 $125K - $161K
303 $154K
430
New
$216.28 - $284.39 $93K - $122K
430 $122K
View all

Top Sells

Reduced Positions

164 operations
Stock Shares change Price Range Shares Held Trade History
-33.3K
- 69.41%
$81.79 - $99.98 $2.72M - $3.33M
14.7K $1.43M
-863
- 3.18%
$483.48 - $539.8 $417K - $466K
26.3K $12.8M
-3.45K
- 15.11%
$170.16 - $206.27 $587K - $711K
19.4K $3.6M
-3.95K
- 7.2%
$99.93 - $119.04 $395K - $470K
50.9K $5.49M
-14.6K
- 13.9%
$50.36 - $50.68 $736K - $741K
90.5K $4.59M
-6.79K
- 54.39%
$102.31 - $105.8 $695K - $719K
5.7K $595K
View all

Sold Out

3 operations
Stock Shares change Price Range Shares Held Trade History
ARISTA NETWORKS INC
-12
Closed
N/A
0 $0
-10
Closed
$84.71 - $108.69 $847 - $1.09K
0 $0
-1
Closed
$576.53 - $902.94 $577 - $903
0 $0
Activity Summary
Buys All Purchases 227 New Holdings 68 Increased Positions 159 Sells All Sells 167 Reductions 164 Sold out 3 Options Calls 0 Puts 0
Track This Portfolio

Track Org Wealth Partners, LLC Portfolio

Follow Org Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Org Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Org Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email