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Bogart Wealth LLC’s Brunswick BC Stock Holding History

Bogart Wealth LLC’s Portfolio BC Stock Details BC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$337 Hold
4
– – ﹤0.01% 1858
2026
Q1 		$291 Buy
+4
New +$323 ﹤0.01% 1671
2023
Q1 		– Sell
-63
Closed -$4.54K – 1116
2022
Q4 		$4.54K Buy
+63
New +$4.48K ﹤0.01% 688

Other funds holding BC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

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

Bogart Wealth LLC held its Brunswick (BC) position steady in Q2 2026 at 4 shares worth $337. The position accounts for ﹤0.01% of the portfolio, ranked #1858.

Bogart Wealth LLC first reported a position in BC in Q4 2022 and has held it in 3 quarters since. The position peaked at $4.54K in Q4 2022. 471 funds tracked by Wall St. Rank hold BC as of Q2 2026.

  • Bogart Wealth LLC held 4 shares of Brunswick worth $337 as of Q2 2026.
  • Bogart Wealth LLC left its Brunswick share count unchanged in Q2 2026.
  • Brunswick made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1858 holding.
  • Bogart Wealth LLC first reported a position in Brunswick in Q4 2022 and has held it in 3 quarters since.
  • Bogart Wealth LLC's Brunswick position peaked at $4.54K in Q4 2022.
  • 471 funds tracked by Wall St. Rank held Brunswick as of Q2 2026.

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