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Bogart Wealth LLC’s Phunware PHUN Stock Holding History

Bogart Wealth LLC’s Portfolio PHUN Stock Details PHUN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4 Buy
+2
New +$4 ﹤0.01% 1813

Other funds holding PHUN

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $26.7B AUM 36.4% 1-Year Est. Return

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

Bogart Wealth LLC opened a new position in Phunware (PHUN) in Q1 2026: 2 shares worth $4. The stake represents ﹤0.01% of the portfolio and ranks #1813 among its holdings.

31 funds tracked by Wall St. Rank hold PHUN as of Q1 2026.

  • Bogart Wealth LLC held 2 shares of Phunware worth $4 as of Q1 2026.
  • Phunware was a new Bogart Wealth LLC position in Q1 2026.
  • Phunware made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q1 2026, its #1813 holding.
  • 31 funds tracked by Wall St. Rank held Phunware as of Q1 2026.

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