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SHP Wealth Management’s Rockwell Medical RMTI Stock Holding History

SHP Wealth Management’s Portfolio RMTI Stock Details RMTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$782 Hold
142
– – ﹤0.01% 1665
2026
Q1 		$1.27K Hold
142
– – ﹤0.01% 1402
2025
Q4 		$1.18K Buy
+142
New +$1.43K ﹤0.01% 1229

Other funds holding RMTI

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
WANY
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

SHP Wealth Management held its Rockwell Medical (RMTI) position steady in Q2 2026 at 142 shares worth $782. The position accounts for ﹤0.01% of the portfolio, ranked #1665.

SHP Wealth Management first reported a position in RMTI in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.27K in Q1 2026. 37 funds tracked by Wall St. Rank hold RMTI as of Q2 2026.

  • SHP Wealth Management held 142 shares of Rockwell Medical worth $782 as of Q2 2026.
  • SHP Wealth Management left its Rockwell Medical share count unchanged in Q2 2026.
  • Rockwell Medical made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1665 holding.
  • SHP Wealth Management first reported a position in Rockwell Medical in Q4 2025 and has held it in 3 quarters since.
  • SHP Wealth Management's Rockwell Medical position peaked at $1.27K in Q1 2026.
  • 37 funds tracked by Wall St. Rank held Rockwell Medical as of Q2 2026.

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