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Foguth Wealth Management, LLC. Last Quarter Change: USA Stocks, Unchanged

Foguth Wealth Management, LLC. quarter change: USA Stocks, Unchanged

In share positions in stocks (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Foguth Wealth Management, LLC. opened 7 positions, added to 51, reduced 18, sold out of 7 and left 7 unchanged. The largest increase in value was IAU (+$2,766,416); the largest decrease was PCLG (-$12,838,433).

  • WAT: Country of operation United States; Class COM; Shares 2026-03-31 5,129; Shares 2026-06-30 5,129.
  • ATKR: Country of operation United States; Class COM; Shares 2026-03-31 9,477; Shares 2026-06-30 9,477.
  • RPM: Country of operation United States; Class COM; Shares 2026-03-31 11,449; Shares 2026-06-30 11,449.
  • AFL: Country of operation United States; Class COM; Shares 2026-03-31 4,153; Shares 2026-06-30 4,153.

Two Form 13F-HR filings compared (SEC CIK 2016322): 2026-03-31 (filed 2026-06-01) and 2026-06-30 (filed 2026-07-21). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.

StockCountry of operationClassShares 2026-03-31Shares 2026-06-30Share changeValue 2026-03-31Value 2026-06-30Value change
WAT
WATERS CORP
United StatesCOM5,1295,1290$1,967,331$1,833,823-$133,508
ATKR
ATKORE INC
United StatesCOM9,4779,4770$784,790$695,612-$89,178
RPM
RPM INTL INC
United StatesCOM11,44911,4490$1,213,251$1,163,562-$49,689
AFL
AFLAC INC
United StatesCOM4,1534,1530$466,920$515,361+$48,441
UCTT
ULTRA CLEAN HLDGS INC
United StatesCOM3,4603,4600$296,072$317,490+$21,418
STKE
SOL STRATEGIES INC
COM11,70911,7090$17,564$13,700-$3,864
JBLU
JETBLUE AIRWAYS CORP
United StatesCOM20,63520,6350$112,873$112,461-$412

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