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NOV icon

Bogart Wealth LLC’s NOV NOV Stock Holding History

Bogart Wealth LLC’s Portfolio NOV Stock Details NOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$23K Buy
1,225
+25
+2% +$470 ﹤0.01% 683
2025
Q4 		$18.8K Hold
1,200
– – ﹤0.01% 703
2025
Q3 		$15.9K Hold
1,200
– – ﹤0.01% 724
2025
Q2 		$14.9K Hold
1,200
– – ﹤0.01% 700
2025
Q1 		$18.3K Sell
1,200
-50
-4% -$748 ﹤0.01% 608
2024
Q4 		$18.3K Buy
1,250
+50
+4% +$781 ﹤0.01% 603
2024
Q3 		$19.2K Hold
1,200
– – ﹤0.01% 565
2024
Q2 		$22.8K Hold
1,200
– – ﹤0.01% 513
2024
Q1 		$23.4K Hold
1,200
– – ﹤0.01% 490
2023
Q4 		$24.3K Hold
1,200
– – ﹤0.01% 474
2023
Q3 		$25.1K Hold
1,200
– – ﹤0.01% 443
2023
Q2 		$19.2K Hold
1,200
– – ﹤0.01% 472
2023
Q1 		$22.2K Hold
1,200
– – ﹤0.01% 440
2022
Q4 		$25.1K Hold
1,200
– – ﹤0.01% 394
2022
Q3 		$19K Hold
1,200
– – ﹤0.01% 441
2022
Q2 		$20K Buy
+1,200
New +$22.6K ﹤0.01% 417

Other funds holding NOV

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return