SWM
AAMI

SHP Wealth Management’s Acadian Asset Management AAMI Stock Holding History

SHP Wealth Management’s Portfolio AAMI Stock Details AAMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$286 Buy
+4
New +$279 ﹤0.01% 1840

Other funds holding AAMI

PC
Paulson & Co New York $2.58B AUM 68.51% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
ECP
Empyrean Capital Partners Los Angeles, California $3.03B AUM 47.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
WP
Woodline Partners San Francisco, California $32.4B AUM 58.5% 1-Year Est. Return

SHP Wealth Management's AAMI Position: Q2 2026 in Review

SHP Wealth Management opened a new position in Acadian Asset Management (AAMI) in Q2 2026: 4 shares worth $286. The stake represents ﹤0.01% of the portfolio and ranks #1840 among its holdings.

303 funds tracked by Wall St. Rank hold AAMI as of Q2 2026.

  • SHP Wealth Management held 4 shares of Acadian Asset Management worth $286 as of Q2 2026.
  • Acadian Asset Management was a new SHP Wealth Management position in Q2 2026.
  • Acadian Asset Management made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1840 holding.
  • 303 funds tracked by Wall St. Rank held Acadian Asset Management as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.