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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
Q2 		$45.4K Sell
300
-6
-2% -$864 ﹤0.01% 572
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return

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

SHP Wealth Management reduced its Idacorp (IDA) stake by 2% in Q2 2026, selling an estimated $864 and leaving 300 shares worth $45.4K. The position accounts for ﹤0.01% of the portfolio, ranked #572.

SHP Wealth Management first reported a position in IDA in Q4 2025 and has held it in 3 quarters since. 566 funds tracked by Wall St. Rank hold IDA as of Q2 2026.

  • SHP Wealth Management held 300 shares of Idacorp worth $45.4K as of Q2 2026.
  • SHP Wealth Management sold 6 Idacorp shares in Q2 2026, an estimated $864.
  • Idacorp made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #572 holding.
  • SHP Wealth Management first reported a position in Idacorp in Q4 2025 and has held it in 3 quarters since.
  • 566 funds tracked by Wall St. Rank held Idacorp as of Q2 2026.

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