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Bernard Wealth Management’s American Battery Technology Co ABAT Stock Holding History

Bernard Wealth Management’s Portfolio ABAT Stock Details ABAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$267 Hold
94
– – ﹤0.01% 314
2026
Q1 		$263 Hold
94
– – ﹤0.01% 344
2025
Q4 		$314 Hold
94
– – ﹤0.01% 329
2025
Q3 		$457 Buy
+94
New +$246 ﹤0.01% 310

Other funds holding ABAT

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bernard Wealth Management's ABAT Position: Q2 2026 in Review

Bernard Wealth Management held its American Battery Technology Co (ABAT) position steady in Q2 2026 at 94 shares worth $267. The position accounts for ﹤0.01% of the portfolio, ranked #314.

Bernard Wealth Management first reported a position in ABAT in Q3 2025 and has held it in 4 quarters since. The position peaked at $457 in Q3 2025. 177 funds tracked by Wall St. Rank hold ABAT as of Q2 2026.

  • Bernard Wealth Management held 94 shares of American Battery Technology Co worth $267 as of Q2 2026.
  • Bernard Wealth Management left its American Battery Technology Co share count unchanged in Q2 2026.
  • American Battery Technology Co made up ﹤0.01% of Bernard Wealth Management's portfolio in Q2 2026, its #314 holding.
  • Bernard Wealth Management first reported a position in American Battery Technology Co in Q3 2025 and has held it in 4 quarters since.
  • Bernard Wealth Management's American Battery Technology Co position peaked at $457 in Q3 2025.
  • 177 funds tracked by Wall St. Rank held American Battery Technology Co as of Q2 2026.

Based on Bernard Wealth Management's 13F filing for Q2 2026, filed 21 Aug 2026.