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SHP Wealth Management’s Best Buy BBY Stock Holding History

SHP Wealth Management’s Portfolio BBY Stock Details BBY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.21K Sell
16
-12
-43% -$797 ﹤0.01% 1540
2026
Q1 		$1.8K Buy
+28
New +$1.84K ﹤0.01% 1307

Other funds holding BBY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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

SHP Wealth Management reduced its Best Buy (BBY) stake by 43% in Q2 2026, selling an estimated $797 and leaving 16 shares worth $1.21K. The position accounts for ﹤0.01% of the portfolio, ranked #1540.

SHP Wealth Management first reported a position in BBY in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.8K in Q1 2026. 870 funds tracked by Wall St. Rank hold BBY as of Q2 2026.

  • SHP Wealth Management held 16 shares of Best Buy worth $1.21K as of Q2 2026.
  • SHP Wealth Management sold 12 Best Buy shares in Q2 2026, an estimated $797.
  • Best Buy made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1540 holding.
  • SHP Wealth Management first reported a position in Best Buy in Q1 2026 and has held it in 2 quarters since.
  • SHP Wealth Management's Best Buy position peaked at $1.8K in Q1 2026.
  • 870 funds tracked by Wall St. Rank held Best Buy as of Q2 2026.

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