SWM
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SHP Wealth Management’s VirnetX Holding Corp VHC Stock Holding History

SHP Wealth Management’s Portfolio VHC Stock Details VHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$508 Hold
36
– – ﹤0.01% 1613
2025
Q4 		$601 Buy
+36
New +$722 ﹤0.01% 1341

Other funds holding VHC

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
WJWM
Williams Jones Wealth Management New York $8.86B AUM 22.16% 1-Year Est. Return
CAG
Csenge Advisory Group Clearwater, Florida $2.47B AUM 24.93% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

SHP Wealth Management held its VirnetX Holding Corp (VHC) position steady in Q1 2026 at 36 shares worth $508. The position accounts for ﹤0.01% of the portfolio, ranked #1613.

SHP Wealth Management first reported a position in VHC in Q4 2025 and has held it in 2 quarters since. The position peaked at $601 in Q4 2025. 29 funds tracked by Wall St. Rank hold VHC as of Q1 2026.

  • SHP Wealth Management held 36 shares of VirnetX Holding Corp worth $508 as of Q1 2026.
  • SHP Wealth Management left its VirnetX Holding Corp share count unchanged in Q1 2026.
  • VirnetX Holding Corp made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1613 holding.
  • SHP Wealth Management first reported a position in VirnetX Holding Corp in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's VirnetX Holding Corp position peaked at $601 in Q4 2025.
  • 29 funds tracked by Wall St. Rank held VirnetX Holding Corp as of Q1 2026.

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