BWL
NIQ

Bogart Wealth LLC’s NIQ Global Intelligence PLC NIQ Stock Holding History

Bogart Wealth LLC’s Portfolio NIQ Stock Details NIQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$935 Hold
100
– – ﹤0.01% 1634
2026
Q1 		$1.14K Hold
100
– – ﹤0.01% 1412
2025
Q4 		$1.65K Hold
100
– – ﹤0.01% 1212
2025
Q3 		$1.57K Buy
+100
New +$1.74K ﹤0.01% 1201

Other funds holding NIQ

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LP
LB Partners Charlottesville, Virginia $147M AUM 29.28% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
AHL
Abel Hall LLC Baton Rouge, Louisiana $579M AUM 54.21% 1-Year Est. Return

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

Bogart Wealth LLC held its NIQ Global Intelligence PLC (NIQ) position steady in Q2 2026 at 100 shares worth $935. The position accounts for ﹤0.01% of the portfolio, ranked #1634.

Bogart Wealth LLC first reported a position in NIQ in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.65K in Q4 2025. 29 funds tracked by Wall St. Rank hold NIQ as of Q2 2026.

  • Bogart Wealth LLC held 100 shares of NIQ Global Intelligence PLC worth $935 as of Q2 2026.
  • Bogart Wealth LLC left its NIQ Global Intelligence PLC share count unchanged in Q2 2026.
  • NIQ Global Intelligence PLC made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1634 holding.
  • Bogart Wealth LLC first reported a position in NIQ Global Intelligence PLC in Q3 2025 and has held it in 4 quarters since.
  • Bogart Wealth LLC's NIQ Global Intelligence PLC position peaked at $1.65K in Q4 2025.
  • 29 funds tracked by Wall St. Rank held NIQ Global Intelligence PLC as of Q2 2026.

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