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Bernard Wealth Management’s MAIA Biotechnology MAIA Stock Holding History

Bernard Wealth Management’s Portfolio MAIA Stock Details MAIA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-500
Closed -$765 – 361
2025
Q1 		$765 Hold
500
– – ﹤0.01% 356
2024
Q4 		$990 Buy
+500
New +$1.2K ﹤0.01% 283

Other funds holding MAIA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CWM
Centric Wealth Management Chicago, Illinois $501M AUM 15.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
CAG
Centerpoint Advisory Group Overland Park, Kansas $158M AUM 26.37% 1-Year Est. Return

Bernard Wealth Management's MAIA Position: Q2 2025 in Review

Bernard Wealth Management sold out of MAIA Biotechnology (MAIA) in Q2 2025, closing a stake of 500 shares — an estimated $765 sold.

Bernard Wealth Management first reported a position in MAIA in Q4 2024 and held it in 2 quarters. The position peaked at $990 in Q4 2024. 20 funds tracked by Wall St. Rank hold MAIA as of Q2 2025.

  • Bernard Wealth Management reported no remaining MAIA Biotechnology position as of Q2 2025 after selling out during the quarter.
  • Bernard Wealth Management sold 500 MAIA Biotechnology shares in Q2 2025, an estimated $765.
  • Bernard Wealth Management first reported a position in MAIA Biotechnology in Q4 2024 and held it in 2 quarters.
  • Bernard Wealth Management's MAIA Biotechnology position peaked at $990 in Q4 2024.
  • 20 funds tracked by Wall St. Rank held MAIA Biotechnology as of Q2 2025.

Based on Bernard Wealth Management's 13F filing for Q2 2025, filed 24 Jul 2025.