Bogart Wealth LLC’s Fox Class A FOXA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$584	Sell	10 -19	-66%	-$1.21K	﹤0.01%	1543
2025 Q4	$2.12K	Buy	29 +19	+190%	+$1.24K	﹤0.01%	1173
2025 Q3	$631	Hold	10	–	–	﹤0.01%	1357
2025 Q2	$560	Buy	+10	New	+$527	﹤0.01%	1318
2023 Q1	–	Sell	-106	Closed	-$3.22K	–	1145
2022 Q4	$3.22K	Buy	106 +31	+41%	+$946	﹤0.01%	737
2022 Q3	$2K	Hold	75	–	–	﹤0.01%	816
2022 Q2	$2K	Hold	75	–	–	﹤0.01%	767
2022 Q1	$3K	Hold	75	–	–	﹤0.01%	630
2021 Q4	$3K	Hold	75	–	–	﹤0.01%	612
2021 Q3	$3K	Hold	75	–	–	﹤0.01%	585
2021 Q2	$3K	Hold	75	–	–	﹤0.01%	566
2021 Q1	$3K	Hold	75	–	–	﹤0.01%	520
2020 Q4	$2K	Hold	75	–	–	﹤0.01%	404
2020 Q3	$2K	Hold	75	–	–	﹤0.01%	392
2020 Q2	$2K	Hold	75	–	–	﹤0.01%	388
2020 Q1	$2K	Hold	75	–	–	﹤0.01%	368
2019 Q4	$3K	Hold	75	–	–	﹤0.01%	349
2019 Q3	$2K	Hold	75	–	–	﹤0.01%	327
2019 Q2	$2K	Buy	+75	New	+$2.76K	﹤0.01%	306

Other funds holding FOXA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

IFP

Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

JCAM

Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Bogart Wealth LLC's FOXA Position: Q1 2026 in Review

Bogart Wealth LLC reduced its Fox Class A (FOXA) stake by 66% in Q1 2026, selling an estimated $1.21K and leaving 10 shares worth $584. The position accounts for ﹤0.01% of the portfolio, ranked #1543.

Bogart Wealth LLC first reported a position in FOXA in Q2 2019 and has held it in 19 quarters since. The position peaked at $3.22K in Q4 2022. 735 funds tracked by Wall St. Rank hold FOXA as of Q1 2026.

Bogart Wealth LLC held 10 shares of Fox Class A worth $584 as of Q1 2026.
Bogart Wealth LLC sold 19 Fox Class A shares in Q1 2026, an estimated $1.21K.
Fox Class A made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q1 2026, its #1543 holding.
Bogart Wealth LLC first reported a position in Fox Class A in Q2 2019 and has held it in 19 quarters since.
Bogart Wealth LLC's Fox Class A position peaked at $3.22K in Q4 2022.
735 funds tracked by Wall St. Rank held Fox Class A as of Q1 2026.

Based on Bogart Wealth LLC's 13F filing for Q1 2026, filed 28 Apr 2026.