SWM
NOTE

SHP Wealth Management’s FiscalNote NOTE Stock Holding History

SHP Wealth Management’s Portfolio NOTE Stock Details NOTE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-45
Closed -$66 – 1886
2025
Q4 		$66 Buy
+45
New +$137 ﹤0.01% 1517

Other funds holding NOTE

Simplex Trading
Simplex Trading Chicago, Illinois $171B AUM 85% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

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

SHP Wealth Management sold out of FiscalNote (NOTE) in Q1 2026, closing a stake of 45 shares — an estimated $66 sold.

SHP Wealth Management first reported a position in NOTE in Q4 2025 and held it in 1 quarter. The position peaked at $66 in Q4 2025. 4 funds tracked by Wall St. Rank hold NOTE as of Q1 2026.

  • SHP Wealth Management reported no remaining FiscalNote position as of Q1 2026 after selling out during the quarter.
  • SHP Wealth Management sold 45 FiscalNote shares in Q1 2026, an estimated $66.
  • SHP Wealth Management first reported a position in FiscalNote in Q4 2025 and held it in 1 quarter.
  • SHP Wealth Management's FiscalNote position peaked at $66 in Q4 2025.
  • 4 funds tracked by Wall St. Rank held FiscalNote as of Q1 2026.

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