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Bogart Wealth LLC’s Emergent Biosolutions EBS Stock Holding History

Bogart Wealth LLC’s Portfolio EBS Stock Details EBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$494 Buy
+59
New +$494 ﹤0.01% 1804
2021
Q4 		– Sell
-200
Closed -$10K – 767
2021
Q3 		$10K Hold
200
– – ﹤0.01% 458
2021
Q2 		$13K Buy
200
+100
+100% +$6.42K ﹤0.01% 405
2021
Q1 		$9K Hold
100
– – ﹤0.01% 429
2020
Q4 		$8K Hold
100
– – ﹤0.01% 346
2020
Q3 		$10K Buy
+100
New +$10.8K ﹤0.01% 295

Other funds holding EBS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
OHA
Oak Hill Advisors New York $701M AUM 78.4% 1-Year Est. Return

Bogart Wealth LLC's EBS Position: Q2 2026 in Review

Bogart Wealth LLC opened a new position in Emergent Biosolutions (EBS) in Q2 2026: 59 shares worth $494. The stake represents ﹤0.01% of the portfolio and ranks #1804 among its holdings. This is a return to the name: Bogart Wealth LLC previously reported a position in EBS as recently as Q3 2021.

Bogart Wealth LLC first reported a position in EBS in Q3 2020 and has held it in 6 quarters since. The position peaked at $13K in Q2 2021. 194 funds tracked by Wall St. Rank hold EBS as of Q2 2026.

  • Bogart Wealth LLC held 59 shares of Emergent Biosolutions worth $494 as of Q2 2026.
  • Emergent Biosolutions was a new Bogart Wealth LLC position in Q2 2026.
  • Emergent Biosolutions made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1804 holding.
  • Bogart Wealth LLC first reported a position in Emergent Biosolutions in Q3 2020 and has held it in 6 quarters since.
  • Bogart Wealth LLC's Emergent Biosolutions position peaked at $13K in Q2 2021.
  • 194 funds tracked by Wall St. Rank held Emergent Biosolutions as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.