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Bernard Wealth Management’s Astera Labs ALAB Stock Holding History

Bernard Wealth Management’s Portfolio ALAB Stock Details ALAB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$145K Hold
300
– – 0.05% 77
2026
Q1 		$32.9K Hold
300
– – 0.01% 153
2025
Q4 		$49.9K Hold
300
– – 0.02% 129
2025
Q3 		$58.7K Sell
300
-100
-25% -$16.4K 0.02% 121
2025
Q2 		$36.2K Buy
+400
New +$31.6K 0.02% 142

Other funds holding ALAB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Bernard Wealth Management held its Astera Labs (ALAB) position steady in Q2 2026 at 300 shares worth $145K. The position accounts for 0.05% of the portfolio, ranked #77.

Bernard Wealth Management first reported a position in ALAB in Q2 2025 and has held it in 5 quarters since. 989 funds tracked by Wall St. Rank hold ALAB as of Q2 2026.

  • Bernard Wealth Management held 300 shares of Astera Labs worth $145K as of Q2 2026.
  • Bernard Wealth Management left its Astera Labs share count unchanged in Q2 2026.
  • Astera Labs made up 0.05% of Bernard Wealth Management's portfolio in Q2 2026, its #77 holding.
  • Bernard Wealth Management first reported a position in Astera Labs in Q2 2025 and has held it in 5 quarters since.
  • 989 funds tracked by Wall St. Rank held Astera Labs as of Q2 2026.

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