SHP Wealth Management’s Idacorp IDA Stock Holding History

SHP Wealth Management’s Portfolio IDA Stock Details IDA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$43.7K	Buy	306 +6	+2%	+$823	﹤0.01%	526
2025 Q4	$38K	Buy	+300	New	+$39K	﹤0.01%	540

Other funds holding IDA

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

WHRC

W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

SHP Wealth Management increased its Idacorp (IDA) stake by 2% in Q1 2026, buying an estimated $823 and bringing the position to 306 shares worth $43.7K. The position accounts for ﹤0.01% of the portfolio, ranked #526.

SHP Wealth Management first reported a position in IDA in Q4 2025 and has held it in 2 quarters since. 549 funds tracked by Wall St. Rank hold IDA as of Q1 2026.

SHP Wealth Management held 306 shares of Idacorp worth $43.7K as of Q1 2026.
SHP Wealth Management bought 6 Idacorp shares in Q1 2026, an estimated $823.
Idacorp made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #526 holding.
SHP Wealth Management first reported a position in Idacorp in Q4 2025 and has held it in 2 quarters since.
549 funds tracked by Wall St. Rank held Idacorp as of Q1 2026.

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