SWM
PPTA

SHP Wealth Management’s Perpetua Resources PPTA Stock Holding History

SHP Wealth Management’s Portfolio PPTA Stock Details PPTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$332 Buy
16
+6
+60% +$163 ﹤0.01% 1813
2026
Q1 		$281 Hold
10
– – ﹤0.01% 1705
2025
Q4 		$242 Buy
+10
New +$246 ﹤0.01% 1453

Other funds holding PPTA

PC
Paulson & Co New York $2.58B AUM 68.51% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
SI
Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

SHP Wealth Management increased its Perpetua Resources (PPTA) stake by 60% in Q2 2026, buying an estimated $163 and bringing the position to 16 shares worth $332. The position accounts for ﹤0.01% of the portfolio, ranked #1813.

SHP Wealth Management first reported a position in PPTA in Q4 2025 and has held it in 3 quarters since. 253 funds tracked by Wall St. Rank hold PPTA as of Q2 2026.

  • SHP Wealth Management held 16 shares of Perpetua Resources worth $332 as of Q2 2026.
  • SHP Wealth Management bought 6 Perpetua Resources shares in Q2 2026, an estimated $163.
  • Perpetua Resources made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1813 holding.
  • SHP Wealth Management first reported a position in Perpetua Resources in Q4 2025 and has held it in 3 quarters since.
  • 253 funds tracked by Wall St. Rank held Perpetua Resources as of Q2 2026.

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