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SHP Wealth Management’s Magna International MGA Stock Holding History

SHP Wealth Management’s Portfolio MGA Stock Details MGA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.88K Sell
120
-13
-10% -$812 ﹤0.01% 1047
2026
Q1 		$7.42K Buy
133
+33
+33% +$1.89K ﹤0.01% 977
2025
Q4 		$5.33K Buy
+100
New +$4.89K ﹤0.01% 972

Other funds holding MGA

Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
LBA
Letko, Brosseau & Associates Montreal, Quebec, Canada $6.77B AUM 38.11% 1-Year Est. Return

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

SHP Wealth Management reduced its Magna International (MGA) stake by 9.8% in Q2 2026, selling an estimated $812 and leaving 120 shares worth $7.88K. The position accounts for ﹤0.01% of the portfolio, ranked #1047.

SHP Wealth Management first reported a position in MGA in Q4 2025 and has held it in 3 quarters since. 453 funds tracked by Wall St. Rank hold MGA as of Q2 2026.

  • SHP Wealth Management held 120 shares of Magna International worth $7.88K as of Q2 2026.
  • SHP Wealth Management sold 13 Magna International shares in Q2 2026, an estimated $812.
  • Magna International made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1047 holding.
  • SHP Wealth Management first reported a position in Magna International in Q4 2025 and has held it in 3 quarters since.
  • 453 funds tracked by Wall St. Rank held Magna International as of Q2 2026.

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