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Bogart Wealth LLC’s PSQ Holdings PSQH Stock Holding History

Bogart Wealth LLC’s Portfolio PSQH Stock Details PSQH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$9 Hold
1
– – ﹤0.01% 1806
2025
Q4 		$18 Hold
1
– – ﹤0.01% 1576
2025
Q3 		$32 Hold
1
– – ﹤0.01% 1517
2025
Q2 		$35 Hold
1
– – ﹤0.01% 1436
2025
Q1 		$39 Hold
1
– – ﹤0.01% 1388
2024
Q4 		$77 Hold
1
– – ﹤0.01% 1329
2024
Q3 		$42 Hold
1
– – ﹤0.01% 1119
2024
Q2 		$64 Hold
1
– – ﹤0.01% 1105
2024
Q1 		$91 Buy
+1
New +$74 ﹤0.01% 1058

Other funds holding PSQH

Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
SC
Sepio Capital Salt Lake City, Utah $1.84B AUM 18.57% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
HIS
Harvest Investment Services Oakbrook Terrace, Illinois $547M AUM 64.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
CBU
CIBC Bancorp USA Chicago, Illinois $74.4B AUM

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

Bogart Wealth LLC held its PSQ Holdings (PSQH) position steady in Q1 2026 at 1 share worth $9. The position accounts for ﹤0.01% of the portfolio, ranked #1806.

Bogart Wealth LLC first reported a position in PSQH in Q1 2024 and has held it in 9 quarters since. The position peaked at $91 in Q1 2024. 65 funds tracked by Wall St. Rank hold PSQH as of Q1 2026.

  • Bogart Wealth LLC held 1 share of PSQ Holdings worth $9 as of Q1 2026.
  • Bogart Wealth LLC left its PSQ Holdings share count unchanged in Q1 2026.
  • PSQ Holdings made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q1 2026, its #1806 holding.
  • Bogart Wealth LLC first reported a position in PSQ Holdings in Q1 2024 and has held it in 9 quarters since.
  • Bogart Wealth LLC's PSQ Holdings position peaked at $91 in Q1 2024.
  • 65 funds tracked by Wall St. Rank held PSQ Holdings as of Q1 2026.

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