SHP Wealth Management’s Akre Focus ETF AKRE Stock Holding History

SHP Wealth Management’s Portfolio AKRE Stock Details AKRE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-1	Closed	-$66	–	1930
2025 Q4	$66	Buy	+1	New	+$65	﹤0.01%	1518

Other funds holding AKRE

BBHC

Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

CWM

Chemistry Wealth Management New York $625M AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

SHP Wealth Management's AKRE Position: Q1 2026 in Review

SHP Wealth Management sold out of Akre Focus ETF (AKRE) in Q1 2026, closing a stake of 1 share — an estimated $66 sold.

SHP Wealth Management first reported a position in AKRE in Q4 2025 and held it in 1 quarter. The position peaked at $66 in Q4 2025. 461 funds tracked by Wall St. Rank hold AKRE as of Q1 2026.

SHP Wealth Management reported no remaining Akre Focus ETF position as of Q1 2026 after selling out during the quarter.
SHP Wealth Management sold 1 Akre Focus ETF share in Q1 2026, an estimated $66.
SHP Wealth Management first reported a position in Akre Focus ETF in Q4 2025 and held it in 1 quarter.
SHP Wealth Management's Akre Focus ETF position peaked at $66 in Q4 2025.
461 funds tracked by Wall St. Rank held Akre Focus ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.