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Bogart Wealth LLC’s Xos XOS Stock Holding History

Bogart Wealth LLC’s Portfolio XOS Stock Details XOS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3 Hold
1
– – ﹤0.01% 2004
2026
Q1 		$2 Buy
+1
New +$2 ﹤0.01% 1819

Other funds holding XOS

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
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
AG
Algert Global San Francisco, California $8.43B AUM 80.94% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VF
Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Bogart Wealth LLC held its Xos (XOS) position steady in Q2 2026 at 1 share worth $3. The position accounts for ﹤0.01% of the portfolio, ranked #2004.

Bogart Wealth LLC first reported a position in XOS in Q1 2026 and has held it in 2 quarters since. 37 funds tracked by Wall St. Rank hold XOS as of Q2 2026.

  • Bogart Wealth LLC held 1 share of Xos worth $3 as of Q2 2026.
  • Bogart Wealth LLC left its Xos share count unchanged in Q2 2026.
  • Xos made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #2004 holding.
  • Bogart Wealth LLC first reported a position in Xos in Q1 2026 and has held it in 2 quarters since.
  • 37 funds tracked by Wall St. Rank held Xos as of Q2 2026.

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