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BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’s Bloomia Holdings TULP Stock Holding History

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’s Portfolio TULP Stock Details TULP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$538 Hold
150
– – ﹤0.01% 2293
2026
Q1 		$591 Hold
150
– – ﹤0.01% 2318
2025
Q4 		$518 Sell
150
-2,600
-95% -$10.4K ﹤0.01% 2422
2025
Q3 		$15K Hold
2,750
– – ﹤0.01% 1373
2025
Q2 		$13.8K Buy
2,750
+100
+4% +$447 ﹤0.01% 1372
2025
Q1 		$9.9K Sell
2,650
-400
-13% -$1.65K ﹤0.01% 1540
2024
Q4 		$14.8K Hold
3,050
– – ﹤0.01% 1282
2024
Q3 		$10.9K Buy
+3,050
New +$12.6K ﹤0.01% 1509

Other funds holding TULP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s TULP Position: Q2 2026 in Review

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. held its Bloomia Holdings (TULP) position steady in Q2 2026 at 150 shares worth $538. The position accounts for ﹤0.01% of the portfolio, ranked #2293.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in TULP in Q3 2024 and has held it in 8 quarters since. The position peaked at $15K in Q3 2025. 11 funds tracked by Wall St. Rank hold TULP as of Q2 2026.

  • BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. held 150 shares of Bloomia Holdings worth $538 as of Q2 2026.
  • BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. left its Bloomia Holdings share count unchanged in Q2 2026.
  • Bloomia Holdings made up ﹤0.01% of BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s portfolio in Q2 2026, its #2293 holding.
  • BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in Bloomia Holdings in Q3 2024 and has held it in 8 quarters since.
  • BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s Bloomia Holdings position peaked at $15K in Q3 2025.
  • 11 funds tracked by Wall St. Rank held Bloomia Holdings as of Q2 2026.

Based on BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s 13F filing for Q2 2026, filed 30 Oct 2026.