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Bogart Wealth LLC’s Cousins Properties CUZ Stock Holding History

Bogart Wealth LLC’s Portfolio CUZ Stock Details CUZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$270 Sell
9
-125
-93% -$3.28K ﹤0.01% 1879
2026
Q1 		$3.02K Buy
+134
New +$3.25K ﹤0.01% 1182

Other funds holding CUZ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Bogart Wealth LLC reduced its Cousins Properties (CUZ) stake by 93% in Q2 2026, selling an estimated $3.28K and leaving 9 shares worth $270. The position accounts for ﹤0.01% of the portfolio, ranked #1879.

Bogart Wealth LLC first reported a position in CUZ in Q1 2026 and has held it in 2 quarters since. The position peaked at $3.02K in Q1 2026. 392 funds tracked by Wall St. Rank hold CUZ as of Q2 2026.

  • Bogart Wealth LLC held 9 shares of Cousins Properties worth $270 as of Q2 2026.
  • Bogart Wealth LLC sold 125 Cousins Properties shares in Q2 2026, an estimated $3.28K.
  • Cousins Properties made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1879 holding.
  • Bogart Wealth LLC first reported a position in Cousins Properties in Q1 2026 and has held it in 2 quarters since.
  • Bogart Wealth LLC's Cousins Properties position peaked at $3.02K in Q1 2026.
  • 392 funds tracked by Wall St. Rank held Cousins Properties as of Q2 2026.

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