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SHP Wealth Management’s Fortuna Silver Mines FSM Stock Holding History

SHP Wealth Management’s Portfolio FSM Stock Details FSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-100
Closed -$981 – 1854
2025
Q4 		$981 Buy
+100
New +$900 ﹤0.01% 1261

Other funds holding FSM

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Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

SHP Wealth Management sold out of Fortuna Silver Mines (FSM) in Q1 2026, closing a stake of 100 shares — an estimated $981 sold.

SHP Wealth Management first reported a position in FSM in Q4 2025 and held it in 1 quarter. The position peaked at $981 in Q4 2025. 253 funds tracked by Wall St. Rank hold FSM as of Q1 2026.

  • SHP Wealth Management reported no remaining Fortuna Silver Mines position as of Q1 2026 after selling out during the quarter.
  • SHP Wealth Management sold 100 Fortuna Silver Mines shares in Q1 2026, an estimated $981.
  • SHP Wealth Management first reported a position in Fortuna Silver Mines in Q4 2025 and held it in 1 quarter.
  • SHP Wealth Management's Fortuna Silver Mines position peaked at $981 in Q4 2025.
  • 253 funds tracked by Wall St. Rank held Fortuna Silver Mines as of Q1 2026.

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