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Avantax Advisory Services’s James Hardie Industries JHX Stock Holding History

Avantax Advisory Services’s Portfolio JHX Stock Details JHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$258K Buy
+9,584
New +$232K ﹤0.01% 2031
2025
Q1 		– Sell
-6,838
Closed -$211K – 2289
2024
Q4 		$211K Buy
6,838
+522
+8% +$18K ﹤0.01% 2028
2024
Q3 		$254K Buy
+6,316
New +$222K ﹤0.01% 1874

Other funds holding JHX

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
IP
Interval Partners New York $3.82B AUM 27.38% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Avantax Advisory Services's JHX Position: Q2 2025 in Review

Avantax Advisory Services opened a new position in James Hardie Industries (JHX) in Q2 2025: 9,584 shares worth $258K. The stake represents ﹤0.01% of the portfolio and ranks #2031 among its holdings. This is a return to the name: Avantax Advisory Services previously reported a position in JHX as recently as Q4 2024.

Avantax Advisory Services first reported a position in JHX in Q3 2024 and has held it in 3 quarters since. 193 funds tracked by Wall St. Rank hold JHX as of Q2 2025.

  • Avantax Advisory Services held 9,584 shares of James Hardie Industries worth $258K as of Q2 2025.
  • James Hardie Industries was a new Avantax Advisory Services position in Q2 2025.
  • James Hardie Industries made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #2031 holding.
  • Avantax Advisory Services first reported a position in James Hardie Industries in Q3 2024 and has held it in 3 quarters since.
  • 193 funds tracked by Wall St. Rank held James Hardie Industries as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.