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 Q2	$524	Hold	3	–	–	﹤0.01%	1788
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

RCG

Ruane, Cunniff & Goldfarb New York $6.43B AUM 18.44% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

MGP

M&G plc London, United Kingdom $20.1B AUM 16.62% 1-Year Est. Return

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

Bogart Wealth LLC held its Mine Safety (MSA) position steady in Q2 2026 at 3 shares worth $524. The position accounts for ﹤0.01% of the portfolio, ranked #1788.

Bogart Wealth LLC first reported a position in MSA in Q3 2025 and has held it in 4 quarters since. 458 funds tracked by Wall St. Rank hold MSA as of Q2 2026.

Bogart Wealth LLC held 3 shares of Mine Safety worth $524 as of Q2 2026.
Bogart Wealth LLC left its Mine Safety share count unchanged in Q2 2026.
Mine Safety made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1788 holding.
Bogart Wealth LLC first reported a position in Mine Safety in Q3 2025 and has held it in 4 quarters since.
458 funds tracked by Wall St. Rank held Mine Safety as of Q2 2026.

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