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SHP Wealth Management’s PureCycle Technologies PCT Stock Holding History

SHP Wealth Management’s Portfolio PCT Stock Details PCT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-5,000
Closed -$41.6K – 1891
2025
Q4 		$43K Buy
+5,000
New +$53.1K ﹤0.01% 507

Other funds holding PCT

SC
Sylebra Capital Palo Alto, California $774M AUM 56.69% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LAMI
Longview Asset Management (Illinois) Chicago, Illinois $9.56B AUM 25.94% 1-Year Est. Return
AWC
Abundance Wealth Counselors State College, Pennsylvania $1.54B AUM 31.07% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
SC
Shay Capital New York $1.2B AUM 37.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

SHP Wealth Management sold out of PureCycle Technologies (PCT) in Q1 2026, closing a stake of 5,000 shares — an estimated $41.6K sold.

SHP Wealth Management first reported a position in PCT in Q4 2025 and held it in 1 quarter. The position peaked at $43K in Q4 2025. 300 funds tracked by Wall St. Rank hold PCT as of Q1 2026.

  • SHP Wealth Management reported no remaining PureCycle Technologies position as of Q1 2026 after selling out during the quarter.
  • SHP Wealth Management sold 5,000 PureCycle Technologies shares in Q1 2026, an estimated $41.6K.
  • SHP Wealth Management first reported a position in PureCycle Technologies in Q4 2025 and held it in 1 quarter.
  • SHP Wealth Management's PureCycle Technologies position peaked at $43K in Q4 2025.
  • 300 funds tracked by Wall St. Rank held PureCycle Technologies as of Q1 2026.

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