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SHP Wealth Management’s BigBear.ai BBAI Stock Holding History

SHP Wealth Management’s Portfolio BBAI Stock Details BBAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.72K Sell
469
-400
-46% -$1.6K ﹤0.01% 1441
2026
Q1 		$3.06K Buy
869
+35
+4% +$163 ﹤0.01% 1182
2025
Q4 		$4.5K Buy
+834
New +$5.45K ﹤0.01% 1004

Other funds holding BBAI

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

SHP Wealth Management reduced its BigBear.ai (BBAI) stake by 46% in Q2 2026, selling an estimated $1.6K and leaving 469 shares worth $1.72K. The position accounts for ﹤0.01% of the portfolio, ranked #1441.

SHP Wealth Management first reported a position in BBAI in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.5K in Q4 2025. 328 funds tracked by Wall St. Rank hold BBAI as of Q2 2026.

  • SHP Wealth Management held 469 shares of BigBear.ai worth $1.72K as of Q2 2026.
  • SHP Wealth Management sold 400 BigBear.ai shares in Q2 2026, an estimated $1.6K.
  • BigBear.ai made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1441 holding.
  • SHP Wealth Management first reported a position in BigBear.ai in Q4 2025 and has held it in 3 quarters since.
  • SHP Wealth Management's BigBear.ai position peaked at $4.5K in Q4 2025.
  • 328 funds tracked by Wall St. Rank held BigBear.ai as of Q2 2026.

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