SWM
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SHP Wealth Management’s TORM TRMD Stock Holding History

SHP Wealth Management’s Portfolio TRMD Stock Details TRMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$261 Hold
10
– – ﹤0.01% 1849
2026
Q1 		$279 Buy
10
+4
+67% +$102 ﹤0.01% 1707
2025
Q4 		$117 Buy
+6
New +$127 ﹤0.01% 1494

Other funds holding TRMD

OCM
Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
CM
CastleKnight Management New York $7.38B AUM 133.13% 1-Year Est. Return

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

SHP Wealth Management held its TORM (TRMD) position steady in Q2 2026 at 10 shares worth $261. The position accounts for ﹤0.01% of the portfolio, ranked #1849.

SHP Wealth Management first reported a position in TRMD in Q4 2025 and has held it in 3 quarters since. The position peaked at $279 in Q1 2026. 151 funds tracked by Wall St. Rank hold TRMD as of Q2 2026.

  • SHP Wealth Management held 10 shares of TORM worth $261 as of Q2 2026.
  • SHP Wealth Management left its TORM share count unchanged in Q2 2026.
  • TORM made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1849 holding.
  • SHP Wealth Management first reported a position in TORM in Q4 2025 and has held it in 3 quarters since.
  • SHP Wealth Management's TORM position peaked at $279 in Q1 2026.
  • 151 funds tracked by Wall St. Rank held TORM as of Q2 2026.

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