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 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 Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

SHP Wealth Management's DDS Position: Q1 2026 in Review

SHP Wealth Management increased its Dillards (DDS) stake by 100% in Q1 2026, buying an estimated $624 and bringing the position to 2 shares worth $1.14K. The position accounts for ﹤0.01% of the portfolio, ranked #1423.

SHP Wealth Management first reported a position in DDS in Q4 2025 and has held it in 2 quarters since. 316 funds tracked by Wall St. Rank hold DDS as of Q1 2026.

SHP Wealth Management held 2 shares of Dillards worth $1.14K as of Q1 2026.
SHP Wealth Management bought 1 Dillards share in Q1 2026, an estimated $624.
Dillards made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1423 holding.
SHP Wealth Management first reported a position in Dillards in Q4 2025 and has held it in 2 quarters since.
316 funds tracked by Wall St. Rank held Dillards as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.