SHP Wealth Management’s SEI Investments SEIC Stock Holding History
Bought
Maintained
Sold
Other funds holding SEIC
VPM
VCM
SHP Wealth Management's SEIC Position: Q1 2026 in Review
SHP Wealth Management increased its SEI Investments (SEIC) stake by 0.51% in Q1 2026, buying an estimated $1.89K and bringing the position to 4,560 shares worth $358K. The position accounts for 0.03% of the portfolio, ranked #186.
SHP Wealth Management first reported a position in SEIC in Q4 2025 and has held it in 2 quarters since. The position peaked at $372K in Q4 2025. 567 funds tracked by Wall St. Rank hold SEIC as of Q1 2026.
- SHP Wealth Management held 4,560 shares of SEI Investments worth $358K as of Q1 2026.
- SHP Wealth Management bought 23 SEI Investments shares in Q1 2026, an estimated $1.89K.
- SEI Investments made up 0.03% of SHP Wealth Management's portfolio in Q1 2026, its #186 holding.
- SHP Wealth Management first reported a position in SEI Investments in Q4 2025 and has held it in 2 quarters since.
- SHP Wealth Management's SEI Investments position peaked at $372K in Q4 2025.
- 567 funds tracked by Wall St. Rank held SEI Investments as of Q1 2026.
Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.