Bernard Wealth Management’s ZeroStack Corp ZSTK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$75	Hold	12	–	–	﹤0.01%	349
2025 Q4	$76	Hold	12	–	–	﹤0.01%	343
2025 Q3	$208	Sell	12 -1	-8%	-$23	﹤0.01%	320
2025 Q2	$290	Hold	13	–	–	﹤0.01%	294
2025 Q1	$303	Hold	13	–	–	﹤0.01%	373
2024 Q4	$515	Buy	+13	New	+$754	﹤0.01%	301

Other funds holding ZSTK

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VFT

Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

KFI

Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 1-Year Est. Return

Bernard Wealth Management's ZSTK Position: Q1 2026 in Review

Bernard Wealth Management held its ZeroStack Corp (ZSTK) position steady in Q1 2026 at 12 shares worth $75. The position accounts for ﹤0.01% of the portfolio, ranked #349.

Bernard Wealth Management first reported a position in ZSTK in Q4 2024 and has held it in 6 quarters since. The position peaked at $515 in Q4 2024. 10 funds tracked by Wall St. Rank hold ZSTK as of Q1 2026.

Bernard Wealth Management held 12 shares of ZeroStack Corp worth $75 as of Q1 2026.
Bernard Wealth Management left its ZeroStack Corp share count unchanged in Q1 2026.
ZeroStack Corp made up ﹤0.01% of Bernard Wealth Management's portfolio in Q1 2026, its #349 holding.
Bernard Wealth Management first reported a position in ZeroStack Corp in Q4 2024 and has held it in 6 quarters since.
Bernard Wealth Management's ZeroStack Corp position peaked at $515 in Q4 2024.
10 funds tracked by Wall St. Rank held ZeroStack Corp as of Q1 2026.

Based on Bernard Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.