SHP Wealth Management’s Mine Safety MSA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-2	Closed	-$328	–	2048
2026 Q1	$328	Buy	+2	New	+$366	﹤0.01%	1689

Other funds holding MSA

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

RCG

Ruane, Cunniff & Goldfarb New York $6.43B AUM 18.44% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

MGP

M&G plc London, United Kingdom $20.1B AUM 16.62% 1-Year Est. Return

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

SHP Wealth Management sold out of Mine Safety (MSA) in Q2 2026, closing a stake of 2 shares — an estimated $328 sold.

SHP Wealth Management first reported a position in MSA in Q1 2026 and held it in 1 quarter. The position peaked at $328 in Q1 2026. 458 funds tracked by Wall St. Rank hold MSA as of Q2 2026.

SHP Wealth Management reported no remaining Mine Safety position as of Q2 2026 after selling out during the quarter.
SHP Wealth Management sold 2 Mine Safety shares in Q2 2026, an estimated $328.
SHP Wealth Management first reported a position in Mine Safety in Q1 2026 and held it in 1 quarter.
SHP Wealth Management's Mine Safety position peaked at $328 in Q1 2026.
458 funds tracked by Wall St. Rank held Mine Safety as of Q2 2026.

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