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SHP Wealth Management’s Lifeway Foods LWAY Stock Holding History

SHP Wealth Management’s Portfolio LWAY Stock Details LWAY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$19.3K Hold
1,000
– – ﹤0.01% 734
2025
Q4 		$24.2K Buy
+1,000
New +$24.5K ﹤0.01% 640

Other funds holding LWAY

DSCM
Divisadero Street Capital Management Miami, Florida $2.39B AUM 134.55% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Tudor Investment Corp
Tudor Investment Corp Stamford, Connecticut $53.9B AUM 29.12% 1-Year Est. Return
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
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
SC
Slotnik Capital Dallas, Texas $342M AUM 105.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

SHP Wealth Management held its Lifeway Foods (LWAY) position steady in Q1 2026 at 1,000 shares worth $19.3K. The position accounts for ﹤0.01% of the portfolio, ranked #734.

SHP Wealth Management first reported a position in LWAY in Q4 2025 and has held it in 2 quarters since. The position peaked at $24.2K in Q4 2025. 80 funds tracked by Wall St. Rank hold LWAY as of Q1 2026.

  • SHP Wealth Management held 1,000 shares of Lifeway Foods worth $19.3K as of Q1 2026.
  • SHP Wealth Management left its Lifeway Foods share count unchanged in Q1 2026.
  • Lifeway Foods made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #734 holding.
  • SHP Wealth Management first reported a position in Lifeway Foods in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's Lifeway Foods position peaked at $24.2K in Q4 2025.
  • 80 funds tracked by Wall St. Rank held Lifeway Foods as of Q1 2026.

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