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Bernardo Wealth Planning’s Lightwave Logic LWLG Stock Holding History

Bernardo Wealth Planning’s Portfolio LWLG Stock Details LWLG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$106K Buy
11,200
+1,000
+10% +$11.7K 0.02% 138
2026
Q1 		$71.7K Hold
10,200
– – 0.01% 129
2025
Q4 		$33K Buy
+10,200
New +$45.3K 0.01% 127

Other funds holding LWLG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Bernardo Wealth Planning's LWLG Position: Q2 2026 in Review

Bernardo Wealth Planning increased its Lightwave Logic (LWLG) stake by 9.8% in Q2 2026, buying an estimated $11.7K and bringing the position to 11,200 shares worth $106K. The position accounts for 0.02% of the portfolio, ranked #138.

Bernardo Wealth Planning first reported a position in LWLG in Q4 2025 and has held it in 3 quarters since. 171 funds tracked by Wall St. Rank hold LWLG as of Q2 2026.

  • Bernardo Wealth Planning held 11,200 shares of Lightwave Logic worth $106K as of Q2 2026.
  • Bernardo Wealth Planning bought 1,000 Lightwave Logic shares in Q2 2026, an estimated $11.7K.
  • Lightwave Logic made up 0.02% of Bernardo Wealth Planning's portfolio in Q2 2026, its #138 holding.
  • Bernardo Wealth Planning first reported a position in Lightwave Logic in Q4 2025 and has held it in 3 quarters since.
  • 171 funds tracked by Wall St. Rank held Lightwave Logic as of Q2 2026.

Based on Bernardo Wealth Planning's 13F filing for Q2 2026, filed 27 Jul 2026.