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SHP Wealth Management’s Eve Holding EVEX Stock Holding History

SHP Wealth Management’s Portfolio EVEX Stock Details EVEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$439 Hold
175
– – ﹤0.01% 1767
2026
Q1 		$434 Hold
175
– – ﹤0.01% 1647
2025
Q4 		$699 Buy
+175
New +$769 ﹤0.01% 1320

Other funds holding EVEX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BGDI
BW Gestao de Investimentos Sao Paulo, Brazil $5.05B AUM 36.49% 1-Year Est. Return
FSC
Fourth Sail Capital Camana Bay Grand Cayman, Cayman Islands $660M AUM 27% 1-Year Est. Return
UAH
United Airlines Holdings Chicago, Illinois $385M AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
MCM
Masters Capital Management Atlanta, Georgia $3.9B AUM 50.88% 1-Year Est. Return

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

SHP Wealth Management held its Eve Holding (EVEX) position steady in Q2 2026 at 175 shares worth $439. The position accounts for ﹤0.01% of the portfolio, ranked #1767.

SHP Wealth Management first reported a position in EVEX in Q4 2025 and has held it in 3 quarters since. The position peaked at $699 in Q4 2025. 149 funds tracked by Wall St. Rank hold EVEX as of Q2 2026.

  • SHP Wealth Management held 175 shares of Eve Holding worth $439 as of Q2 2026.
  • SHP Wealth Management left its Eve Holding share count unchanged in Q2 2026.
  • Eve Holding made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1767 holding.
  • SHP Wealth Management first reported a position in Eve Holding in Q4 2025 and has held it in 3 quarters since.
  • SHP Wealth Management's Eve Holding position peaked at $699 in Q4 2025.
  • 149 funds tracked by Wall St. Rank held Eve Holding as of Q2 2026.

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