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SHP Wealth Management’s CNA Financial CNA Stock Holding History

SHP Wealth Management’s Portfolio CNA Stock Details CNA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.17K Sell
24
-118
-83% -$5.37K ﹤0.01% 1550
2026
Q1 		$6.52K Buy
142
+17
+14% +$805 ﹤0.01% 1007
2025
Q4 		$5.97K Buy
+125
New +$5.76K ﹤0.01% 945

Other funds holding CNA

LC
Loews Corp New York $12.5B AUM 4.69% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
QCM
Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
CIM
Corda Investment Management Houston, Texas $1.63B AUM 41.45% 1-Year Est. Return

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

SHP Wealth Management reduced its CNA Financial (CNA) stake by 83% in Q2 2026, selling an estimated $5.37K and leaving 24 shares worth $1.17K. The position accounts for ﹤0.01% of the portfolio, ranked #1550.

SHP Wealth Management first reported a position in CNA in Q4 2025 and has held it in 3 quarters since. The position peaked at $6.52K in Q1 2026. 311 funds tracked by Wall St. Rank hold CNA as of Q2 2026.

  • SHP Wealth Management held 24 shares of CNA Financial worth $1.17K as of Q2 2026.
  • SHP Wealth Management sold 118 CNA Financial shares in Q2 2026, an estimated $5.37K.
  • CNA Financial made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1550 holding.
  • SHP Wealth Management first reported a position in CNA Financial in Q4 2025 and has held it in 3 quarters since.
  • SHP Wealth Management's CNA Financial position peaked at $6.52K in Q1 2026.
  • 311 funds tracked by Wall St. Rank held CNA Financial as of Q2 2026.

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