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SHP Wealth Management’s KB Home KBH Stock Holding History

SHP Wealth Management’s Portfolio KBH Stock Details KBH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.32K Buy
45
+9
+25% +$529 ﹤0.01% 1250
2025
Q4 		$2.01K Buy
+36
New +$2.21K ﹤0.01% 1131

Other funds holding KBH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM

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

SHP Wealth Management increased its KB Home (KBH) stake by 25% in Q1 2026, buying an estimated $529 and bringing the position to 45 shares worth $2.32K. The position accounts for ﹤0.01% of the portfolio, ranked #1250.

SHP Wealth Management first reported a position in KBH in Q4 2025 and has held it in 2 quarters since. 386 funds tracked by Wall St. Rank hold KBH as of Q1 2026.

  • SHP Wealth Management held 45 shares of KB Home worth $2.32K as of Q1 2026.
  • SHP Wealth Management bought 9 KB Home shares in Q1 2026, an estimated $529.
  • KB Home made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1250 holding.
  • SHP Wealth Management first reported a position in KB Home in Q4 2025 and has held it in 2 quarters since.
  • 386 funds tracked by Wall St. Rank held KB Home as of Q1 2026.

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