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 Q2	$669	Hold	150	–	–	﹤0.01%	1708
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%	953
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 $6.73T AUM 46.02% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

PMG

Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

ACM

Altai Capital Management West Hollywood, California $49M AUM 4.84% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

SFM

Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return

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

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Bogart Wealth LLC held its OraSure Technologies (OSUR) position steady in Q2 2026 at 150 shares worth $669. The position accounts for ﹤0.01% of the portfolio, ranked #1708.

Bogart Wealth LLC first reported a position in OSUR in Q1 2021 and has held it in 22 quarters since. The position peaked at $2K in Q3 2021. 152 funds tracked by Wall St. Rank hold OSUR as of Q2 2026.

Bogart Wealth LLC held 150 shares of OraSure Technologies worth $669 as of Q2 2026.
Bogart Wealth LLC left its OraSure Technologies share count unchanged in Q2 2026.
OraSure Technologies made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1708 holding.
Bogart Wealth LLC first reported a position in OraSure Technologies in Q1 2021 and has held it in 22 quarters since.
Bogart Wealth LLC's OraSure Technologies position peaked at $2K in Q3 2021.
152 funds tracked by Wall St. Rank held OraSure Technologies as of Q2 2026.

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