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 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 $6.56B AUM 42.97% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

VFT

Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

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

SHP Wealth Management increased its TORM (TRMD) stake by 67% in Q1 2026, buying an estimated $102 and bringing the position to 10 shares worth $279. The position accounts for ﹤0.01% of the portfolio, ranked #1707.

SHP Wealth Management first reported a position in TRMD in Q4 2025 and has held it in 2 quarters since. 141 funds tracked by Wall St. Rank hold TRMD as of Q1 2026.

SHP Wealth Management held 10 shares of TORM worth $279 as of Q1 2026.
SHP Wealth Management bought 4 TORM shares in Q1 2026, an estimated $102.
TORM made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1707 holding.
SHP Wealth Management first reported a position in TORM in Q4 2025 and has held it in 2 quarters since.
141 funds tracked by Wall St. Rank held TORM as of Q1 2026.

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