Bogart Wealth LLC’s OraSure Technologies OSUR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$450	Hold	150	–	–	﹤0.01%	1622
2025 Q4	$363	Hold	150	–	–	﹤0.01%	1508
2025 Q3	$482	Hold	150	–	–	﹤0.01%	1447
2025 Q2	$450	Hold	150	–	–	﹤0.01%	1373
2025 Q1	$506	Hold	150	–	–	﹤0.01%	1276
2024 Q4	$542	Hold	150	–	–	﹤0.01%	1267
2024 Q3	$641	Hold	150	–	–	﹤0.01%	1055
2024 Q2	$639	Hold	150	–	–	﹤0.01%	1033
2024 Q1	$923	Hold	150	–	–	﹤0.01%	974
2023 Q4	$1.23K	Hold	150	–	–	﹤0.01%	946
2023 Q3	$890	Hold	150	–	–	﹤0.01%	969
2023 Q2	$752	Hold	150	–	–	﹤0.01%	962
2023 Q1	$908	Hold	150	–	–	﹤0.01%	995
2022 Q4	$723	Hold	150	–	–	﹤0.01%	882
2022 Q3	$1K	Hold	150	–	–	﹤0.01%	926
2022 Q2	$0	Hold	150	–	–	﹤0.01%	971
2022 Q1	$1K	Hold	150	–	–	﹤0.01%	752
2021 Q4	$1K	Hold	150	–	–	﹤0.01%	718
2021 Q3	$2K	Hold	150	–	–	﹤0.01%	641
2021 Q2	$2K	Hold	150	–	–	﹤0.01%	605
2021 Q1	$2K	Buy	+150	New	+$1.84K	﹤0.01%	561

Other funds holding OSUR

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

Neuberger Berman Group

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Altai Capital Management West Hollywood, California $34.9M AUM 28.16% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Acadian Asset Management

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Cannell Capital Alta, Wyoming $154M AUM 40.62% 1-Year Est. Return