Bogart Wealth LLC’s Outset Medical OM Stock Holding History

Bogart Wealth LLC’s Portfolio OM Stock Details OM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	–	Sell	-130	Closed	-$562	–	2125
2026 Q2	$562	Buy	+130	New	+$569	﹤0.01%	1760

Other funds holding OM

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

BCM

BML Capital Management Zionsville, Indiana $188M AUM 88.51% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Peapod Lane Capital Bedford Hills, New York $134M AUM 63.91% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

C WorldWide Group Copenhagen, Denmark $3.96B AUM 10.41% 1-Year Est. Return

Bogart Wealth LLC's OM Position: Q3 2026 in Review

Bogart Wealth LLC sold out of Outset Medical (OM) in Q3 2026, closing a stake of 130 shares — an estimated $562 sold.

Bogart Wealth LLC first reported a position in OM in Q2 2026 and held it in 1 quarter. The position peaked at $562 in Q2 2026. 37 funds tracked by Wall St. Rank hold OM as of Q3 2026.

Bogart Wealth LLC reported no remaining Outset Medical position as of Q3 2026 after selling out during the quarter.
Bogart Wealth LLC sold 130 Outset Medical shares in Q3 2026, an estimated $562.
Bogart Wealth LLC first reported a position in Outset Medical in Q2 2026 and held it in 1 quarter.
Bogart Wealth LLC's Outset Medical position peaked at $562 in Q2 2026.
37 funds tracked by Wall St. Rank held Outset Medical as of Q3 2026.

Based on Bogart Wealth LLC's 13F filing for Q3 2026, filed 10 Nov 2026.