Bogart Wealth LLC’s Dillards DDS Stock Holding History

Bogart Wealth LLC’s Portfolio DDS Stock Details DDS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-1	Closed	-$572	–	2031
2026 Q1	$572	Buy	+1	New	+$624	﹤0.01%	1548

Other funds holding DDS

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Bogart Wealth LLC sold out of Dillards (DDS) in Q2 2026, closing a stake of 1 share — an estimated $572 sold.

Bogart Wealth LLC first reported a position in DDS in Q1 2026 and held it in 1 quarter. The position peaked at $572 in Q1 2026. 311 funds tracked by Wall St. Rank hold DDS as of Q2 2026.

Bogart Wealth LLC reported no remaining Dillards position as of Q2 2026 after selling out during the quarter.
Bogart Wealth LLC sold 1 Dillards share in Q2 2026, an estimated $572.
Bogart Wealth LLC first reported a position in Dillards in Q1 2026 and held it in 1 quarter.
Bogart Wealth LLC's Dillards position peaked at $572 in Q1 2026.
311 funds tracked by Wall St. Rank held Dillards as of Q2 2026.

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