SWM
SWMR

SHP Wealth Management’s Swarmer Inc SWMR Stock Holding History

SHP Wealth Management’s Portfolio SWMR Stock Details SWMR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$12.5K Buy
+281
New +$12.1K ﹤0.01% 901

Other funds holding SWMR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
VA
Vident Advisory Alpharetta, Georgia $13.9B AUM 53.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

SHP Wealth Management opened a new position in Swarmer Inc (SWMR) in Q2 2026: 281 shares worth $12.5K. The stake represents ﹤0.01% of the portfolio and ranks #901 among its holdings.

69 funds tracked by Wall St. Rank hold SWMR as of Q2 2026.

  • SHP Wealth Management held 281 shares of Swarmer Inc worth $12.5K as of Q2 2026.
  • Swarmer Inc was a new SHP Wealth Management position in Q2 2026.
  • Swarmer Inc made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #901 holding.
  • 69 funds tracked by Wall St. Rank held Swarmer Inc as of Q2 2026.

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