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Caldwell Trust’s James Hardie Industries JHX Stock Holding History

Caldwell Trust’s Portfolio JHX Stock Details JHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$157 Buy
+6
New +$132 ﹤0.01% 809

Other funds holding JHX

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
DCP
D1 Capital Partners New York $34.8B AUM 11.34% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
SPC
Slate Path Capital New York $7.22B AUM 110.75% 1-Year Est. Return
HCC
Hill City Capital Boston, Massachusetts $4.28B AUM 80.76% 1-Year Est. Return

Caldwell Trust's JHX Position: Q2 2026 in Review

Caldwell Trust opened a new position in James Hardie Industries (JHX) in Q2 2026: 6 shares worth $157. The stake represents ﹤0.01% of the portfolio and ranks #809 among its holdings.

339 funds tracked by Wall St. Rank hold JHX as of Q2 2026.

  • Caldwell Trust held 6 shares of James Hardie Industries worth $157 as of Q2 2026.
  • James Hardie Industries was a new Caldwell Trust position in Q2 2026.
  • James Hardie Industries made up ﹤0.01% of Caldwell Trust's portfolio in Q2 2026, its #809 holding.
  • 339 funds tracked by Wall St. Rank held James Hardie Industries as of Q2 2026.

Based on Caldwell Trust's 13F filing for Q2 2026, filed 3 Aug 2026.