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SHP Wealth Management’s Dillards DDS Stock Holding History

SHP Wealth Management’s Portfolio DDS Stock Details DDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.11K Buy
4
+2
+100% +$1.16K ﹤0.01% 1384
2026
Q1 		$1.14K Buy
2
+1
+100% +$624 ﹤0.01% 1423
2025
Q4 		$606 Buy
+1
New +$630 ﹤0.01% 1337

Other funds holding DDS

Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

SHP Wealth Management increased its Dillards (DDS) stake by 100% in Q2 2026, buying an estimated $1.16K and bringing the position to 4 shares worth $2.11K. The position accounts for ﹤0.01% of the portfolio, ranked #1384.

SHP Wealth Management first reported a position in DDS in Q4 2025 and has held it in 3 quarters since. 311 funds tracked by Wall St. Rank hold DDS as of Q2 2026.

  • SHP Wealth Management held 4 shares of Dillards worth $2.11K as of Q2 2026.
  • SHP Wealth Management bought 2 Dillards shares in Q2 2026, an estimated $1.16K.
  • Dillards made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1384 holding.
  • SHP Wealth Management first reported a position in Dillards in Q4 2025 and has held it in 3 quarters since.
  • 311 funds tracked by Wall St. Rank held Dillards as of Q2 2026.

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