SHP Wealth Management’s Palisade Bio PALI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-50	Closed	-$118	–	1890
2025 Q4	$118	Buy	+50	New	+$96	﹤0.01%	1493

Other funds holding PALI

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BGI

B Group Inc Dallas, Texas $135M AUM 80% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

OCA

Octagon Capital Advisors New York $904M AUM 737.04% 1-Year Est. Return

Perceptive Advisors New York $5.12B AUM 314.02% 1-Year Est. Return

Commodore Capital New York $1.73B AUM 298.96% 1-Year Est. Return

RCM

RA Capital Management Boston, Massachusetts $9.44B AUM 157.3% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Eversept Partners New York $1.9B AUM 121.13% 1-Year Est. Return

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

SHP Wealth Management sold out of Palisade Bio (PALI) in Q1 2026, closing a stake of 50 shares — an estimated $118 sold.

SHP Wealth Management first reported a position in PALI in Q4 2025 and held it in 1 quarter. The position peaked at $118 in Q4 2025. 96 funds tracked by Wall St. Rank hold PALI as of Q1 2026.

SHP Wealth Management reported no remaining Palisade Bio position as of Q1 2026 after selling out during the quarter.
SHP Wealth Management sold 50 Palisade Bio shares in Q1 2026, an estimated $118.
SHP Wealth Management first reported a position in Palisade Bio in Q4 2025 and held it in 1 quarter.
SHP Wealth Management's Palisade Bio position peaked at $118 in Q4 2025.
96 funds tracked by Wall St. Rank held Palisade Bio as of Q1 2026.

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