Bernard Wealth Management’s Rezolve AI RZLV Stock Holding History

Bernard Wealth Management’s Portfolio RZLV Stock Details RZLV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-50	Closed	-$61	–	406
2025 Q1	$61	Hold	50	–	–	﹤0.01%	383
2024 Q4	$191	Buy	+50	New	+$206	﹤0.01%	308

Other funds holding RZLV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Man Group London, United Kingdom $55.1B AUM 24.23% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Bernard Wealth Management sold out of Rezolve AI (RZLV) in Q2 2025, closing a stake of 50 shares — an estimated $61 sold.

Bernard Wealth Management first reported a position in RZLV in Q4 2024 and held it in 2 quarters. The position peaked at $191 in Q4 2024. 74 funds tracked by Wall St. Rank hold RZLV as of Q2 2025.

Bernard Wealth Management reported no remaining Rezolve AI position as of Q2 2025 after selling out during the quarter.
Bernard Wealth Management sold 50 Rezolve AI shares in Q2 2025, an estimated $61.
Bernard Wealth Management first reported a position in Rezolve AI in Q4 2024 and held it in 2 quarters.
Bernard Wealth Management's Rezolve AI position peaked at $191 in Q4 2024.
74 funds tracked by Wall St. Rank held Rezolve AI as of Q2 2025.

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