Bogart Wealth LLC’s Nordic American Tanker NAT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$410	Buy	+70	New	+$331	﹤0.01%	1642
2024 Q2	–	Sell	-13	Closed	-$53	–	1157
2024 Q1	$53	Hold	13	–	–	﹤0.01%	1061
2023 Q4	$56	Hold	13	–	–	﹤0.01%	1052
2023 Q3	$53	Buy	13 +1	+8%	+$4	﹤0.01%	1060
2023 Q2	$46	Hold	12	–	–	﹤0.01%	1037
2023 Q1	$49	Hold	12	–	–	﹤0.01%	1098
2022 Q4	$37	Hold	12	–	–	﹤0.01%	1003
2022 Q3	$0	Hold	12	–	–	﹤0.01%	1087
2022 Q2	$0	Buy	12 +1	+9%	+$2	﹤0.01%	948
2022 Q1	$0	Hold	11	–	–	﹤0.01%	824
2021 Q4	$0	Hold	11	–	–	﹤0.01%	793
2021 Q3	$0	Hold	11	–	–	﹤0.01%	755
2021 Q2	$0	Hold	11	–	–	﹤0.01%	713
2021 Q1	$0	Hold	11	–	–	﹤0.01%	658
2020 Q4	$0	Hold	11	–	–	﹤0.01%	492
2020 Q3	$0	Hold	11	–	–	﹤0.01%	472
2020 Q2	$0	Buy	11 +1	+10%	+$5	﹤0.01%	462
2020 Q1	$0	Buy	+10	New	+$36	﹤0.01%	449

Other funds holding NAT

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

CastleKnight Management New York $6B AUM 121.87% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

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

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

Bogart Wealth LLC opened a new position in Nordic American Tanker (NAT) in Q1 2026: 70 shares worth $410. The stake represents ﹤0.01% of the portfolio and ranks #1642 among its holdings. This is a return to the name: Bogart Wealth LLC previously reported a position in NAT as recently as Q1 2024.

Bogart Wealth LLC first reported a position in NAT in Q1 2020 and has held it in 18 quarters since. 239 funds tracked by Wall St. Rank hold NAT as of Q1 2026.

Bogart Wealth LLC held 70 shares of Nordic American Tanker worth $410 as of Q1 2026.
Nordic American Tanker was a new Bogart Wealth LLC position in Q1 2026.
Nordic American Tanker made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q1 2026, its #1642 holding.
Bogart Wealth LLC first reported a position in Nordic American Tanker in Q1 2020 and has held it in 18 quarters since.
239 funds tracked by Wall St. Rank held Nordic American Tanker as of Q1 2026.

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