BWL
SRXH

Bogart Wealth LLC’s SRX Global SRXH Stock Holding History

Bogart Wealth LLC’s Portfolio SRXH Stock Details SRXH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$907 Buy
+167
New +$1.27K ﹤0.01% 1641

Other funds holding SRXH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
DWM
DKM Wealth Management Stockton, California $153M AUM 22.68% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

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

Bogart Wealth LLC opened a new position in SRX Global (SRXH) in Q2 2026: 167 shares worth $907. The stake represents ﹤0.01% of the portfolio and ranks #1641 among its holdings.

10 funds tracked by Wall St. Rank hold SRXH as of Q2 2026.

  • Bogart Wealth LLC held 167 shares of SRX Global worth $907 as of Q2 2026.
  • SRX Global was a new Bogart Wealth LLC position in Q2 2026.
  • SRX Global made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1641 holding.
  • 10 funds tracked by Wall St. Rank held SRX Global as of Q2 2026.

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