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 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 New York $6.73T AUM 46.02% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

DCM

DME Capital Management New York $3.19B AUM 23.22% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

HPC

Hill Path Capital New York $1.37B AUM 15.26% 1-Year Est. Return

HVCM

HG Vora Capital Management New York $191M AUM 1.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

SHP Wealth Management held its PENN Entertainment (PENN) position steady in Q1 2026 at 500 shares worth $7.51K. The position accounts for ﹤0.01% of the portfolio, ranked #974.

SHP Wealth Management first reported a position in PENN in Q4 2025 and has held it in 2 quarters since. 371 funds tracked by Wall St. Rank hold PENN as of Q1 2026.

SHP Wealth Management held 500 shares of PENN Entertainment worth $7.51K as of Q1 2026.
SHP Wealth Management left its PENN Entertainment share count unchanged in Q1 2026.
PENN Entertainment made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #974 holding.
SHP Wealth Management first reported a position in PENN Entertainment in Q4 2025 and has held it in 2 quarters since.
371 funds tracked by Wall St. Rank held PENN Entertainment as of Q1 2026.

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