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Schwarz Dygos Wheeler Investment Advisors’s James Hardie Industries JHX Stock Holding History

Schwarz Dygos Wheeler Investment Advisors’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 		$1.72M Buy
65,550
+9,000
+16% +$198K 0.33% 50
2026
Q1 		$1.07M Buy
56,550
+21,500
+61% +$484K 0.22% 65
2025
Q4 		$727K Hold
35,050
– – 0.15% 93
2025
Q3 		$673K Buy
+35,050
New +$839K 0.14% 94

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

Schwarz Dygos Wheeler Investment Advisors's JHX Position: Q2 2026 in Review

Schwarz Dygos Wheeler Investment Advisors increased its James Hardie Industries (JHX) stake by 16% in Q2 2026, buying an estimated $198K and bringing the position to 65,550 shares worth $1.72M. The position accounts for 0.33% of the portfolio, ranked #50.

Schwarz Dygos Wheeler Investment Advisors first reported a position in JHX in Q3 2025 and has held it in 4 quarters since. 339 funds tracked by Wall St. Rank hold JHX as of Q2 2026.

  • Schwarz Dygos Wheeler Investment Advisors held 65,550 shares of James Hardie Industries worth $1.72M as of Q2 2026.
  • Schwarz Dygos Wheeler Investment Advisors bought 9,000 James Hardie Industries shares in Q2 2026, an estimated $198K.
  • James Hardie Industries made up 0.33% of Schwarz Dygos Wheeler Investment Advisors's portfolio in Q2 2026, its #50 holding.
  • Schwarz Dygos Wheeler Investment Advisors first reported a position in James Hardie Industries in Q3 2025 and has held it in 4 quarters since.
  • 339 funds tracked by Wall St. Rank held James Hardie Industries as of Q2 2026.

Based on Schwarz Dygos Wheeler Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.