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Bogart Wealth LLC’s Installed Building Products IBP Stock Holding History

Bogart Wealth LLC’s Portfolio IBP Stock Details IBP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$460 Hold
2
– – ﹤0.01% 1818
2026
Q1 		$530 Buy
+2
New +$599 ﹤0.01% 1571
2025
Q2 		– Sell
-1
Closed -$171 – 1494
2025
Q1 		$171 Sell
1
-11
-92% -$1.98K ﹤0.01% 1359
2024
Q4 		$2.1K Buy
+12
New +$2.61K ﹤0.01% 1087

Other funds holding IBP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
TAM
Timucuan Asset Management Jacksonville, Florida $2.72B AUM 2.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Bogart Wealth LLC held its Installed Building Products (IBP) position steady in Q2 2026 at 2 shares worth $460. The position accounts for ﹤0.01% of the portfolio, ranked #1818.

Bogart Wealth LLC first reported a position in IBP in Q4 2024 and has held it in 4 quarters since. The position peaked at $2.1K in Q4 2024. 428 funds tracked by Wall St. Rank hold IBP as of Q2 2026.

  • Bogart Wealth LLC held 2 shares of Installed Building Products worth $460 as of Q2 2026.
  • Bogart Wealth LLC left its Installed Building Products share count unchanged in Q2 2026.
  • Installed Building Products made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1818 holding.
  • Bogart Wealth LLC first reported a position in Installed Building Products in Q4 2024 and has held it in 4 quarters since.
  • Bogart Wealth LLC's Installed Building Products position peaked at $2.1K in Q4 2024.
  • 428 funds tracked by Wall St. Rank held Installed Building Products as of Q2 2026.

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