Mount Yale Investment Advisors’s James Hardie Industries JHX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$545K Buy
+20,834
New +$458K 0.01% 753
2025
Q3
– Sell
-15,616
Closed -$420K – 1153
2025
Q2
$420K Buy
+15,616
New +$377K 0.03% 379
2024
Q2
– Sell
-14,755
Closed -$597K – 561
2024
Q1
$597K Buy
14,755
+2,426
+20% +$93.3K 0.05% 316
2023
Q4
$477K Buy
+12,329
New +$370K 0.05% 323

Other funds holding JHX

Mount Yale Investment Advisors's JHX Position: Q2 2026 in Review

Mount Yale Investment Advisors opened a new position in James Hardie Industries (JHX) in Q2 2026: 20,834 shares worth $545K. The stake represents 0.01% of the portfolio and ranks #753 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in JHX as recently as Q2 2025.

Mount Yale Investment Advisors first reported a position in JHX in Q4 2023 and has held it in 4 quarters since. The position peaked at $597K in Q1 2024. 342 funds tracked by Wall St. Rank hold JHX as of Q2 2026.

  • Mount Yale Investment Advisors held 20,834 shares of James Hardie Industries worth $545K as of Q2 2026.
  • James Hardie Industries was a new Mount Yale Investment Advisors position in Q2 2026.
  • James Hardie Industries made up 0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #753 holding.
  • Mount Yale Investment Advisors first reported a position in James Hardie Industries in Q4 2023 and has held it in 4 quarters since.
  • Mount Yale Investment Advisors's James Hardie Industries position peaked at $597K in Q1 2024.
  • 342 funds tracked by Wall St. Rank held James Hardie Industries as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.