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SHP Wealth Management’s Quad QUAD Stock Holding History

SHP Wealth Management’s Portfolio QUAD Stock Details QUAD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.52K Buy
230
+3
+1% +$19 ﹤0.01% 1358
2025
Q4 		$1.42K Buy
+227
New +$1.33K ﹤0.01% 1189

Other funds holding QUAD

MVP
Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return

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

SHP Wealth Management increased its Quad (QUAD) stake by 1.3% in Q1 2026, buying an estimated $19 and bringing the position to 230 shares worth $1.52K. The position accounts for ﹤0.01% of the portfolio, ranked #1358.

SHP Wealth Management first reported a position in QUAD in Q4 2025 and has held it in 2 quarters since. 150 funds tracked by Wall St. Rank hold QUAD as of Q1 2026.

  • SHP Wealth Management held 230 shares of Quad worth $1.52K as of Q1 2026.
  • SHP Wealth Management bought 3 Quad shares in Q1 2026, an estimated $19.
  • Quad made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1358 holding.
  • SHP Wealth Management first reported a position in Quad in Q4 2025 and has held it in 2 quarters since.
  • 150 funds tracked by Wall St. Rank held Quad as of Q1 2026.

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