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Bogart Wealth LLC’s Trump Media & Technology Group DJT Stock Holding History

Bogart Wealth LLC’s Portfolio DJT Stock Details DJT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$56.9K Hold
7,352
– – ﹤0.01% 507
2026
Q1 		$68.2K Buy
7,352
+6,500
+763% +$74.7K ﹤0.01% 438
2025
Q4 		$11.3K Buy
852
+740
+661% +$10.1K ﹤0.01% 841
2025
Q3 		$1.84K Buy
112
+31
+38% +$550 ﹤0.01% 1176
2025
Q2 		$1.46K Sell
81
-231
-74% -$5.03K ﹤0.01% 1157
2025
Q1 		$6.1K Buy
312
+260
+500% +$7.3K ﹤0.01% 866
2024
Q4 		$1.77K Hold
52
– – ﹤0.01% 1116
2024
Q3 		$836 Hold
52
– – ﹤0.01% 1039
2024
Q2 		$1.7K Sell
52
-10
-16% -$420 ﹤0.01% 953
2024
Q1 		$3.84K Buy
62
+18
+41% +$698 ﹤0.01% 816
2023
Q4 		$770 Hold
44
– – ﹤0.01% 978
2023
Q3 		$722 Hold
44
– – ﹤0.01% 983
2023
Q2 		$553 Hold
44
– – ﹤0.01% 983
2023
Q1 		$618 Hold
44
– – ﹤0.01% 1021
2022
Q4 		$660 Hold
44
– – ﹤0.01% 895
2022
Q3 		$1K Hold
44
– – ﹤0.01% 964
2022
Q2 		$1K Hold
44
– – ﹤0.01% 881
2022
Q1 		$3K Hold
44
– – ﹤0.01% 652
2021
Q4 		$2K Buy
+44
New +$1.99K ﹤0.01% 682

Other funds holding DJT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
YAG
Yorkville Advisors Global Mountainside, New Jersey $86.2M AUM 41.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CS
Clear Street New York $39.5B AUM 124.03% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Bogart Wealth LLC held its Trump Media & Technology Group (DJT) position steady in Q2 2026 at 7,352 shares worth $56.9K. The position accounts for ﹤0.01% of the portfolio, ranked #507.

Bogart Wealth LLC first reported a position in DJT in Q4 2021 and has held it in 19 quarters since. The position peaked at $68.2K in Q1 2026. 327 funds tracked by Wall St. Rank hold DJT as of Q2 2026.

  • Bogart Wealth LLC held 7,352 shares of Trump Media & Technology Group worth $56.9K as of Q2 2026.
  • Bogart Wealth LLC left its Trump Media & Technology Group share count unchanged in Q2 2026.
  • Trump Media & Technology Group made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #507 holding.
  • Bogart Wealth LLC first reported a position in Trump Media & Technology Group in Q4 2021 and has held it in 19 quarters since.
  • Bogart Wealth LLC's Trump Media & Technology Group position peaked at $68.2K in Q1 2026.
  • 327 funds tracked by Wall St. Rank held Trump Media & Technology Group as of Q2 2026.

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