Bogart Wealth LLC’s EQT Corp EQT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$20K	Buy	314 +13	+4%	+$762	﹤0.01%	731
2025 Q4	$16.1K	Hold	301	–	–	﹤0.01%	730
2025 Q3	$16.4K	Hold	301	–	–	﹤0.01%	716
2025 Q2	$17.6K	Hold	301	–	–	﹤0.01%	663
2025 Q1	$16.1K	Hold	301	–	–	﹤0.01%	639
2024 Q4	$13.9K	Buy	301 +56	+23%	+$2.31K	﹤0.01%	664
2024 Q3	$8.98K	Hold	245	–	–	﹤0.01%	718
2024 Q2	$9.06K	Buy	+245	New	+$9.6K	﹤0.01%	690
2022 Q3	–	Sell	-50	Closed	-$2K	–	1045
2022 Q2	$2K	Buy	+50	New	+$2.06K	﹤0.01%	764
2019 Q2	–	Sell	-500	Closed	-$10K	–	342
2019 Q1	$10K	Hold	500	–	–	﹤0.01%	238
2018 Q4	$9K	Sell	500 -419	-46%	-$8.5K	﹤0.01%	242
2018 Q3	$22K	Hold	919	–	–	0.01%	187
2018 Q2	$27K	Hold	919	–	–	0.02%	180
2018 Q1	$24K	Hold	919	–	–	0.01%	189
2017 Q4	$28K	Buy	+919	New	+$30.1K	0.02%	178

Other funds holding EQT

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return