SWM
SFIX

SHP Wealth Management’s Stitch Fix SFIX Stock Holding History

SHP Wealth Management’s Portfolio SFIX Stock Details SFIX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$95 Hold
23
– – ﹤0.01% 1939
2026
Q1 		$76 Hold
23
– – ﹤0.01% 1780
2025
Q4 		$121 Buy
+23
New +$105 ﹤0.01% 1492

Other funds holding SFIX

DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WCAU
Working Capital Advisors (UK) London, United Kingdom $57.9M AUM 1.94% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

SHP Wealth Management held its Stitch Fix (SFIX) position steady in Q2 2026 at 23 shares worth $95. The position accounts for ﹤0.01% of the portfolio, ranked #1939.

SHP Wealth Management first reported a position in SFIX in Q4 2025 and has held it in 3 quarters since. The position peaked at $121 in Q4 2025. 187 funds tracked by Wall St. Rank hold SFIX as of Q2 2026.

  • SHP Wealth Management held 23 shares of Stitch Fix worth $95 as of Q2 2026.
  • SHP Wealth Management left its Stitch Fix share count unchanged in Q2 2026.
  • Stitch Fix made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1939 holding.
  • SHP Wealth Management first reported a position in Stitch Fix in Q4 2025 and has held it in 3 quarters since.
  • SHP Wealth Management's Stitch Fix position peaked at $121 in Q4 2025.
  • 187 funds tracked by Wall St. Rank held Stitch Fix as of Q2 2026.

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