BWL
H icon

Bogart Wealth LLC’s Hyatt Hotels H Stock Holding History

Bogart Wealth LLC’s Portfolio H Stock Details H Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$775 Hold
4
– – ﹤0.01% 1668
2026
Q1 		$575 Buy
+4
New +$635 ﹤0.01% 1546
2025
Q1 		– Sell
-8
Closed -$1.26K – 1465
2024
Q4 		$1.26K Buy
+8
New +$1.24K ﹤0.01% 1181

Other funds holding H

BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
FOF
Fenelon Opportunity Fund Dallas, Texas $2.01B AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Bogart Wealth LLC held its Hyatt Hotels (H) position steady in Q2 2026 at 4 shares worth $775. The position accounts for ﹤0.01% of the portfolio, ranked #1668.

Bogart Wealth LLC first reported a position in H in Q4 2024 and has held it in 3 quarters since. The position peaked at $1.26K in Q4 2024. 527 funds tracked by Wall St. Rank hold H as of Q2 2026.

  • Bogart Wealth LLC held 4 shares of Hyatt Hotels worth $775 as of Q2 2026.
  • Bogart Wealth LLC left its Hyatt Hotels share count unchanged in Q2 2026.
  • Hyatt Hotels made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1668 holding.
  • Bogart Wealth LLC first reported a position in Hyatt Hotels in Q4 2024 and has held it in 3 quarters since.
  • Bogart Wealth LLC's Hyatt Hotels position peaked at $1.26K in Q4 2024.
  • 527 funds tracked by Wall St. Rank held Hyatt Hotels as of Q2 2026.

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