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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
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 $570B AUM 27.57% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

SHP Wealth Management increased its Magna International (MGA) stake by 33% in Q1 2026, buying an estimated $1.89K and bringing the position to 133 shares worth $7.42K. The position accounts for ﹤0.01% of the portfolio, ranked #977.

SHP Wealth Management first reported a position in MGA in Q4 2025 and has held it in 2 quarters since. 442 funds tracked by Wall St. Rank hold MGA as of Q1 2026.

  • SHP Wealth Management held 133 shares of Magna International worth $7.42K as of Q1 2026.
  • SHP Wealth Management bought 33 Magna International shares in Q1 2026, an estimated $1.89K.
  • Magna International made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #977 holding.
  • SHP Wealth Management first reported a position in Magna International in Q4 2025 and has held it in 2 quarters since.
  • 442 funds tracked by Wall St. Rank held Magna International as of Q1 2026.

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