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SHP Wealth Management’s PENN Entertainment PENN Stock Holding History

SHP Wealth Management’s Portfolio PENN Stock Details PENN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$10.7K Hold
500
– – ﹤0.01% 955
2026
Q1 		$7.51K Hold
500
– – ﹤0.01% 974
2025
Q4 		$7.38K Buy
+500
New +$7.8K ﹤0.01% 910

Other funds holding PENN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
DCM
DME Capital Management New York $3.91B AUM 36.1% 1-Year Est. Return
HPC
Hill Path Capital New York $1.92B AUM 5.67% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
HVCM
HG Vora Capital Management New York $197M AUM 17.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

SHP Wealth Management held its PENN Entertainment (PENN) position steady in Q2 2026 at 500 shares worth $10.7K. The position accounts for ﹤0.01% of the portfolio, ranked #955.

SHP Wealth Management first reported a position in PENN in Q4 2025 and has held it in 3 quarters since. 381 funds tracked by Wall St. Rank hold PENN as of Q2 2026.

  • SHP Wealth Management held 500 shares of PENN Entertainment worth $10.7K as of Q2 2026.
  • SHP Wealth Management left its PENN Entertainment share count unchanged in Q2 2026.
  • PENN Entertainment made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #955 holding.
  • SHP Wealth Management first reported a position in PENN Entertainment in Q4 2025 and has held it in 3 quarters since.
  • 381 funds tracked by Wall St. Rank held PENN Entertainment as of Q2 2026.

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