Position in OGN
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,316,056
+$1,842,595 QoQ
Shares Held
171,053
+116.4% QoQ
Ownership
0.065%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#110
of 626 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in OGN Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Creative Planning holds $1,825,978,859 across 16 Drug Manufacturers - General names. OGN ranks #15 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
445,706 | $534,593,191 | |
| 2 | JNJ |
Johnson & Johnson
|
1,384,963 | $351,739,052 | |
| 3 | ABBV |
AbbVie Inc.
|
1,126,243 | $283,407,788 | |
| 4 | MRK |
Merck & Co., Inc.
|
1,354,765 | $174,087,302 | |
| 5 | AMGN |
Amgen Inc
|
258,171 | $93,488,882 | |
| 6 | NVS |
Novartis AG
|
546,659 | $85,672,398 | |
| 7 | GILD |
Gilead Sciences, Inc.
|
414,367 | $52,351,126 | |
| 8 | BMY |
Bristol Myers Squibb Co
|
887,032 | $51,110,783 |
All Filings in OGN
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,316,056 | 171,053 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $473,461 | 79,042 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,002,358 | 139,799 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,142,482 | 200,607 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $1,806,422 | 186,614 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,327,964 | 89,185 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,257,292 | 84,269 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $1,600,874 | 83,684 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $1,730,390 | 83,594 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $1,576,661 | 83,865 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,166,144 | 80,870 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $674,522 | 38,855 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $728,641 | 35,014 | Shares | Defined | 2023-07-21 | |
| 2023-03-31 | $915,750 | 38,935 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,021,539 | 36,575 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $891,703 | 38,107 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $1,259,550 | 37,320 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,354,969 | 38,791 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,189,986 | 39,080 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $4,427,371 | 135,022 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $3,349,479 | 110,690 | Shares | Sole | 2021-08-04 | |
| No filing history on record for this holder in this stock. | ||||||