SWM
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SHP Wealth Management’s Bright Horizons BFAM Stock Holding History

SHP Wealth Management’s Portfolio BFAM Stock Details BFAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$284 Sell
4
-6
-60% -$434 ﹤0.01% 1841
2026
Q1 		$821 Buy
+10
New +$842 ﹤0.01% 1509

Other funds holding BFAM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
ABI
Abrams Bison Investments Bethesda, Maryland $2.05B AUM 71.03% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

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

SHP Wealth Management reduced its Bright Horizons (BFAM) stake by 60% in Q2 2026, selling an estimated $434 and leaving 4 shares worth $284. The position accounts for ﹤0.01% of the portfolio, ranked #1841.

SHP Wealth Management first reported a position in BFAM in Q1 2026 and has held it in 2 quarters since. The position peaked at $821 in Q1 2026. 388 funds tracked by Wall St. Rank hold BFAM as of Q2 2026.

  • SHP Wealth Management held 4 shares of Bright Horizons worth $284 as of Q2 2026.
  • SHP Wealth Management sold 6 Bright Horizons shares in Q2 2026, an estimated $434.
  • Bright Horizons made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1841 holding.
  • SHP Wealth Management first reported a position in Bright Horizons in Q1 2026 and has held it in 2 quarters since.
  • SHP Wealth Management's Bright Horizons position peaked at $821 in Q1 2026.
  • 388 funds tracked by Wall St. Rank held Bright Horizons as of Q2 2026.

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