Bernard Wealth Management’s Tiziana Life Sciences TLSA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-500	Closed	-$585	–	365
2026 Q1	$585	Hold	500	–	–	﹤0.01%	326
2025 Q4	$745	Hold	500	–	–	﹤0.01%	312
2025 Q3	$1.08K	Hold	500	–	–	﹤0.01%	291
2025 Q2	$790	Hold	500	–	–	﹤0.01%	281
2025 Q1	$540	Hold	500	–	–	﹤0.01%	367
2024 Q4	$349	Buy	+500	New	+$463	﹤0.01%	305

Other funds holding TLSA

DIG

Dauntless Investment Group Etna, New Hampshire $127M AUM 42.43% 1-Year Est. Return

MAWAG

Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return

Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Bernard Wealth Management sold out of Tiziana Life Sciences (TLSA) in Q2 2026, closing a stake of 500 shares — an estimated $585 sold.

Bernard Wealth Management first reported a position in TLSA in Q4 2024 and held it in 6 quarters. The position peaked at $1.08K in Q3 2025. 31 funds tracked by Wall St. Rank hold TLSA as of Q2 2026.

Bernard Wealth Management reported no remaining Tiziana Life Sciences position as of Q2 2026 after selling out during the quarter.
Bernard Wealth Management sold 500 Tiziana Life Sciences shares in Q2 2026, an estimated $585.
Bernard Wealth Management first reported a position in Tiziana Life Sciences in Q4 2024 and held it in 6 quarters.
Bernard Wealth Management's Tiziana Life Sciences position peaked at $1.08K in Q3 2025.
31 funds tracked by Wall St. Rank held Tiziana Life Sciences as of Q2 2026.

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