SWM
LWAY icon

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
Q2 		$29.8K Hold
1,000
– – ﹤0.01% 673
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 $4.41B AUM 90.53% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PLC
Pillsbury Lake Capital San Francisco, California $366M AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
AIC
AWM Investment Company New York $1.15B AUM 201.65% 1-Year Est. Return

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

SHP Wealth Management held its Lifeway Foods (LWAY) position steady in Q2 2026 at 1,000 shares worth $29.8K. The position accounts for ﹤0.01% of the portfolio, ranked #673.

SHP Wealth Management first reported a position in LWAY in Q4 2025 and has held it in 3 quarters since. 96 funds tracked by Wall St. Rank hold LWAY as of Q2 2026.

  • SHP Wealth Management held 1,000 shares of Lifeway Foods worth $29.8K as of Q2 2026.
  • SHP Wealth Management left its Lifeway Foods share count unchanged in Q2 2026.
  • Lifeway Foods made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #673 holding.
  • SHP Wealth Management first reported a position in Lifeway Foods in Q4 2025 and has held it in 3 quarters since.
  • 96 funds tracked by Wall St. Rank held Lifeway Foods as of Q2 2026.

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