SWM
SUNB

SHP Wealth Management’s Sunbelt Rentals Holdings SUNB Stock Holding History

SHP Wealth Management’s Portfolio SUNB Stock Details SUNB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.82K Buy
+28
New +$1.97K ﹤0.01% 1305

Other funds holding SUNB

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
ABI
Abrams Bison Investments Bethesda, Maryland $2.31B AUM 40.26% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
RCWMU
Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

SHP Wealth Management opened a new position in Sunbelt Rentals Holdings (SUNB) in Q1 2026: 28 shares worth $1.82K. The stake represents ﹤0.01% of the portfolio and ranks #1305 among its holdings.

407 funds tracked by Wall St. Rank hold SUNB as of Q1 2026.

  • SHP Wealth Management held 28 shares of Sunbelt Rentals Holdings worth $1.82K as of Q1 2026.
  • Sunbelt Rentals Holdings was a new SHP Wealth Management position in Q1 2026.
  • Sunbelt Rentals Holdings made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1305 holding.
  • 407 funds tracked by Wall St. Rank held Sunbelt Rentals Holdings as of Q1 2026.

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