Wedmont Private Capital OGN — ORGANON & CO

Ownership history in Wedmont Private Capital  ·  9 quarters on record

AI Ownership Summary

Wedmont Private Capital reported ORGANON & CO (OGN) in 9 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.08% in 2024 Q4. The latest visible filing shows OGN at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this OGN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Wedmont Private Capital's position in ORGANON & CO, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

OGN was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.08% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

OGN stock page Wedmont Private Capital fund profile Wedmont Private Capital full holdings
How Wedmont Private Capital held OGN — position size vs. price
% of Fund (quarterly)    OGN price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 10,055 -17,834 -63.9% 0.00% $136K 2026-07-13 $13.50
2025 Q4 REDUCED 76.0% -16.2% ✅ 27,889 -88,169 -76.0% 0.01% $228K 2026-01-08 $8.10
2025 Q3 REDUCED 23.7% -33.3% ✅ 116,058 -36,060 -23.7% 0.05% $1.2M 2025-10-08 $10.17
2025 Q2 ADDED — — — 152,118 +106,561 +233.9% 0.06% $1.5M 2025-07-10 $9.93
2025 Q1 REDUCED 54.7% -34.8% ✅ 45,557 -54,982 -54.7% 0.03% $509K 2025-04-14 $11.18
2024 Q4 ADDED — — — 100,539 +82,372 +453.4% 0.08% $1.6M 2025-01-13 $15.21
2024 Q3 REDUCED 6.3% -22.1% ✅ 18,167 -1,215 -6.3% 0.02% $329K 2024-10-08 $17.27
2024 Q2 ADDED — — — 19,382 +7,754 +66.7% 0.03% $413K 2024-07-15 $19.51
2024 Q1 INITIATED — — — 11,628 — — 0.02% $214K 2024-04-10 $16.85

🏢 Other funds also holding OGN

As of 2026 Q2 — sorted by position size

Friedenthal Financial 3Y 7Y 0.53% 180 WEALTH ADVISORS, LLC 3Y 7Y 0.31% Fruth Investment Management 3Y 7Y 0.11% Range Financial Group LLC 3Y 0.11% Atlas Brown,Inc. 3Y 7Y 0.04% Douglas Lane & Associates, LLC 3Y 7Y 0.03% Allied Private Wealth LLC 0.02% CACTI ASSET MANAGEMENT LLC 3Y 7Y 0.02% Handelsbanken Fonder AB 3Y 7Y 0.0% GAMMA Investing LLC 0.0%

FAQ About Wedmont Private Capital and OGN

These are the practical questions this page is built to answer before you even open the full history table.

How long has Wedmont Private Capital reported owning OGN?

Wedmont Private Capital reported OGN across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported OGN position in Wedmont Private Capital's portfolio?

The largest reported portfolio weight for OGN was 0.08% in 2024 Q4.

What is the latest reported OGN position on this page?

The most recent filing on this page is 2026 Q2, when Wedmont Private Capital reported 10,055 shares, equal to 0.00% of portfolio, with an estimated market value of $136K.

What does the chart on this OGN ownership page compare?

The chart compares Wedmont Private Capital's quarterly OGN portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Wedmont Private Capital time their OGN position?

Based on 13F filing dates vs. subsequent OGN price moves, Wedmont Private Capital correctly timed 5 out of 8 reported position changes (62%). The annualised alpha on OGN relative to SPY over the holding period was -24.2%.

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