SWM
NMAX

SHP Wealth Management’s Newsmax Inc NMAX Stock Holding History

SHP Wealth Management’s Portfolio NMAX Stock Details NMAX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.61K Hold
309
– – ﹤0.01% 1343
2025
Q4 		$2.39K Buy
+309
New +$2.97K ﹤0.01% 1102

Other funds holding NMAX

GWM
Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

SHP Wealth Management held its Newsmax Inc (NMAX) position steady in Q1 2026 at 309 shares worth $1.61K. The position accounts for ﹤0.01% of the portfolio, ranked #1343.

SHP Wealth Management first reported a position in NMAX in Q4 2025 and has held it in 2 quarters since. The position peaked at $2.39K in Q4 2025. 219 funds tracked by Wall St. Rank hold NMAX as of Q1 2026.

  • SHP Wealth Management held 309 shares of Newsmax Inc worth $1.61K as of Q1 2026.
  • SHP Wealth Management left its Newsmax Inc share count unchanged in Q1 2026.
  • Newsmax Inc made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1343 holding.
  • SHP Wealth Management first reported a position in Newsmax Inc in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's Newsmax Inc position peaked at $2.39K in Q4 2025.
  • 219 funds tracked by Wall St. Rank held Newsmax Inc as of Q1 2026.

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