SWM
ZENA

SHP Wealth Management’s ZenaTech Inc ZENA Stock Holding History

SHP Wealth Management’s Portfolio ZENA Stock Details ZENA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.03K Hold
450
– – ﹤0.01% 1447
2025
Q4 		$1.44K Buy
+450
New +$1.88K ﹤0.01% 1187

Other funds holding ZENA

VA
Vident Advisory Alpharetta, Georgia $11.7B AUM 37.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DnB Asset Management
DnB Asset Management Oslo, Norway $28B AUM 26% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SAM
SEB Asset Management Stockholm $26.6B AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CIAM
Caitong International Asset Management Hong Kong $729M AUM 1,176.98% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WE
Wealth Effects Boston, Massachusetts $370M AUM 97.79% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return

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

SHP Wealth Management held its ZenaTech Inc (ZENA) position steady in Q1 2026 at 450 shares worth $1.03K. The position accounts for ﹤0.01% of the portfolio, ranked #1447.

SHP Wealth Management first reported a position in ZENA in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.44K in Q4 2025. 37 funds tracked by Wall St. Rank hold ZENA as of Q1 2026.

  • SHP Wealth Management held 450 shares of ZenaTech Inc worth $1.03K as of Q1 2026.
  • SHP Wealth Management left its ZenaTech Inc share count unchanged in Q1 2026.
  • ZenaTech Inc made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1447 holding.
  • SHP Wealth Management first reported a position in ZenaTech Inc in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's ZenaTech Inc position peaked at $1.44K in Q4 2025.
  • 37 funds tracked by Wall St. Rank held ZenaTech Inc as of Q1 2026.

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