SHP Wealth Management’s Brookfield Business Partners BBU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-19	Closed	-$669	–	1831
2025 Q4	$669	Buy	+19	New	+$652	﹤0.01%	1326

Other funds holding BBU

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

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

SHP Wealth Management sold out of Brookfield Business Partners (BBU) in Q1 2026, closing a stake of 19 shares — an estimated $669 sold.

SHP Wealth Management first reported a position in BBU in Q4 2025 and held it in 1 quarter. The position peaked at $669 in Q4 2025. 2 funds tracked by Wall St. Rank hold BBU as of Q1 2026.

SHP Wealth Management reported no remaining Brookfield Business Partners position as of Q1 2026 after selling out during the quarter.
SHP Wealth Management sold 19 Brookfield Business Partners shares in Q1 2026, an estimated $669.
SHP Wealth Management first reported a position in Brookfield Business Partners in Q4 2025 and held it in 1 quarter.
SHP Wealth Management's Brookfield Business Partners position peaked at $669 in Q4 2025.
2 funds tracked by Wall St. Rank held Brookfield Business Partners as of Q1 2026.

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