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United Capital Financial Advisors’s James Hardie Industries JHX Stock Holding History

United Capital Financial 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
2025
Q3 		– Sell
-8,221
Closed -$221K – 1221
2025
Q2 		$221K Buy
+8,221
New +$199K ﹤0.01% 1023
2025
Q1 		– Sell
-9,357
Closed -$288K – 1095
2024
Q4 		$288K Sell
9,357
-86
-0.9% -$2.97K ﹤0.01% 899
2024
Q3 		$379K Buy
9,443
+1,694
+22% +$59.5K ﹤0.01% 804
2024
Q2 		$244K Sell
7,749
-1,301
-14% -$44.8K ﹤0.01% 922
2024
Q1 		$366K Buy
9,050
+17
+0.2% +$654 ﹤0.01% 821
2023
Q4 		$349K Buy
+9,033
New +$271K ﹤0.01% 818

Other funds holding JHX

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
DCP
D1 Capital Partners New York $11.2B AUM 15.78% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPC
Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

United Capital Financial Advisors's JHX Position: Q3 2025 in Review

United Capital Financial Advisors sold out of James Hardie Industries (JHX) in Q3 2025, closing a stake of 8,221 shares — an estimated $221K sold.

United Capital Financial Advisors first reported a position in JHX in Q4 2023 and held it in 6 quarters. The position peaked at $379K in Q3 2024. 280 funds tracked by Wall St. Rank hold JHX as of Q3 2025.

  • United Capital Financial Advisors reported no remaining James Hardie Industries position as of Q3 2025 after selling out during the quarter.
  • United Capital Financial Advisors sold 8,221 James Hardie Industries shares in Q3 2025, an estimated $221K.
  • United Capital Financial Advisors first reported a position in James Hardie Industries in Q4 2023 and held it in 6 quarters.
  • United Capital Financial Advisors's James Hardie Industries position peaked at $379K in Q3 2024.
  • 280 funds tracked by Wall St. Rank held James Hardie Industries as of Q3 2025.

Based on United Capital Financial Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.