Ownership history in ORG Wealth Partners, LLC Β· 6 quarters on record
This page tracks every 13F SEC filing in which ORG Wealth Partners, LLC reported a position in MICROSOFT CORP (MSFT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π ORG Wealth Partners, LLC underperformed the S&P 500 by β1.4% annually on this MSFT position. Timing score: 40% (2/5 decisions correct). Average cost basis: $438.81. Maximum drawdown during holding period: β12.4%.
β οΈ Trailed SPY by 1.4% ann. on this position.
5 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
2 of 5 add/trim decisions correct
Best entry: $372.54 (2025 Q1) Β· Worst: $515.81 (2025 Q3)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
5 adds Β· 1 trim. Bought during 2 of 3 down-price quarters. π Consistently bullish β fund kept accumulating this position.
π ORG Wealth Partners, LLC has been actively increasing its MSFT allocation β a bullish signal from insiders.
Currently 1.24% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size