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Bernard Wealth Management’s SiTime SITM Stock Holding History

Bernard Wealth Management’s Portfolio SITM Stock Details SITM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$105K Buy
141
+25
+22% +$15.8K 0.04% 103
2026
Q1 		$40.1K Hold
116
– – 0.02% 142
2025
Q4 		$41K Buy
+116
New +$36.3K 0.02% 138

Other funds holding SITM

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $12.5B AUM 306.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

Bernard Wealth Management increased its SiTime (SITM) stake by 22% in Q2 2026, buying an estimated $15.8K and bringing the position to 141 shares worth $105K. The position accounts for 0.04% of the portfolio, ranked #103.

Bernard Wealth Management first reported a position in SITM in Q4 2025 and has held it in 3 quarters since. 567 funds tracked by Wall St. Rank hold SITM as of Q2 2026.

  • Bernard Wealth Management held 141 shares of SiTime worth $105K as of Q2 2026.
  • Bernard Wealth Management bought 25 SiTime shares in Q2 2026, an estimated $15.8K.
  • SiTime made up 0.04% of Bernard Wealth Management's portfolio in Q2 2026, its #103 holding.
  • Bernard Wealth Management first reported a position in SiTime in Q4 2025 and has held it in 3 quarters since.
  • 567 funds tracked by Wall St. Rank held SiTime as of Q2 2026.

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