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 Q2	$388	Hold	70	–	–	﹤0.01%	1838
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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CastleKnight Management New York $7.38B AUM 133.13% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Bogart Wealth LLC held its Nordic American Tanker (NAT) position steady in Q2 2026 at 70 shares worth $388. The position accounts for ﹤0.01% of the portfolio, ranked #1838.

Bogart Wealth LLC first reported a position in NAT in Q1 2020 and has held it in 19 quarters since. The position peaked at $410 in Q1 2026. 273 funds tracked by Wall St. Rank hold NAT as of Q2 2026.

Bogart Wealth LLC held 70 shares of Nordic American Tanker worth $388 as of Q2 2026.
Bogart Wealth LLC left its Nordic American Tanker share count unchanged in Q2 2026.
Nordic American Tanker made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1838 holding.
Bogart Wealth LLC first reported a position in Nordic American Tanker in Q1 2020 and has held it in 19 quarters since.
Bogart Wealth LLC's Nordic American Tanker position peaked at $410 in Q1 2026.
273 funds tracked by Wall St. Rank held Nordic American Tanker as of Q2 2026.

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