SHP Wealth Management’s LGI Homes LGIH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-1	Closed	-$43	–	1874
2025 Q4	$43	Buy	+1	New	+$47	﹤0.01%	1529

Other funds holding LGIH

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Altshuler Shaham Tel Aviv, Israel $5.54B AUM 44.68% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

CDAM (UK) London, United Kingdom $451M AUM 6.84% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

DGI

Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

SHP Wealth Management sold out of LGI Homes (LGIH) in Q1 2026, closing a stake of 1 share — an estimated $43 sold.

SHP Wealth Management first reported a position in LGIH in Q4 2025 and held it in 1 quarter. The position peaked at $43 in Q4 2025. 206 funds tracked by Wall St. Rank hold LGIH as of Q1 2026.

SHP Wealth Management reported no remaining LGI Homes position as of Q1 2026 after selling out during the quarter.
SHP Wealth Management sold 1 LGI Homes share in Q1 2026, an estimated $43.
SHP Wealth Management first reported a position in LGI Homes in Q4 2025 and held it in 1 quarter.
SHP Wealth Management's LGI Homes position peaked at $43 in Q4 2025.
206 funds tracked by Wall St. Rank held LGI Homes as of Q1 2026.

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