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Bogart Wealth LLC’s Mine Safety MSA Stock Holding History

Bogart Wealth LLC’s Portfolio MSA Stock Details MSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$492 Hold
3
– – ﹤0.01% 1592
2025
Q4 		$480 Hold
3
– – ﹤0.01% 1483
2025
Q3 		$516 Buy
+3
New +$519 ﹤0.01% 1423

Other funds holding MSA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
RCG
Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
MGP
M&G plc London, United Kingdom $19.4B AUM 16.7% 1-Year Est. Return

Bogart Wealth LLC's MSA Position: Q1 2026 in Review

Bogart Wealth LLC held its Mine Safety (MSA) position steady in Q1 2026 at 3 shares worth $492. The position accounts for ﹤0.01% of the portfolio, ranked #1592.

Bogart Wealth LLC first reported a position in MSA in Q3 2025 and has held it in 3 quarters since. The position peaked at $516 in Q3 2025. 448 funds tracked by Wall St. Rank hold MSA as of Q1 2026.

  • Bogart Wealth LLC held 3 shares of Mine Safety worth $492 as of Q1 2026.
  • Bogart Wealth LLC left its Mine Safety share count unchanged in Q1 2026.
  • Mine Safety made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q1 2026, its #1592 holding.
  • Bogart Wealth LLC first reported a position in Mine Safety in Q3 2025 and has held it in 3 quarters since.
  • Bogart Wealth LLC's Mine Safety position peaked at $516 in Q3 2025.
  • 448 funds tracked by Wall St. Rank held Mine Safety as of Q1 2026.

Based on Bogart Wealth LLC's 13F filing for Q1 2026, filed 28 Apr 2026.