SHP Wealth Management’s Kirby Corp KEX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$408	Hold	3	–	–	﹤0.01%	1774
2026 Q1	$399	Buy	+3	New	+$380	﹤0.01%	1662

Other funds holding KEX

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

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

SHP Wealth Management held its Kirby Corp (KEX) position steady in Q2 2026 at 3 shares worth $408. The position accounts for ﹤0.01% of the portfolio, ranked #1774.

SHP Wealth Management first reported a position in KEX in Q1 2026 and has held it in 2 quarters since. 467 funds tracked by Wall St. Rank hold KEX as of Q2 2026.

SHP Wealth Management held 3 shares of Kirby Corp worth $408 as of Q2 2026.
SHP Wealth Management left its Kirby Corp share count unchanged in Q2 2026.
Kirby Corp made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1774 holding.
SHP Wealth Management first reported a position in Kirby Corp in Q1 2026 and has held it in 2 quarters since.
467 funds tracked by Wall St. Rank held Kirby Corp as of Q2 2026.

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