SHP Wealth Management’s Clearfield CLFD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$11.9K	Hold	300	–	–	﹤0.01%	910
2026 Q1	$7.94K	Buy	+300	New	+$9.15K	﹤0.01%	959

Other funds holding CLFD

ACM

AIGH Capital Management Baltimore, Maryland $1.59B AUM 855.46% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AAM

ACK Asset Management Greenwich, Connecticut $856M AUM 70.44% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

MPI

Mairs & Power Inc St Paul, Minnesota $10.9B AUM 27.5% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return

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

SHP Wealth Management held its Clearfield (CLFD) position steady in Q2 2026 at 300 shares worth $11.9K. The position accounts for ﹤0.01% of the portfolio, ranked #910.

SHP Wealth Management first reported a position in CLFD in Q1 2026 and has held it in 2 quarters since. 125 funds tracked by Wall St. Rank hold CLFD as of Q2 2026.

SHP Wealth Management held 300 shares of Clearfield worth $11.9K as of Q2 2026.
SHP Wealth Management left its Clearfield share count unchanged in Q2 2026.
Clearfield made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #910 holding.
SHP Wealth Management first reported a position in Clearfield in Q1 2026 and has held it in 2 quarters since.
125 funds tracked by Wall St. Rank held Clearfield as of Q2 2026.

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