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
Q2 		$675 Hold
450
– – ﹤0.01% 1703
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VA
Vident Advisory Alpharetta, Georgia $13.9B AUM 53.47% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $7.72B AUM 32.88% 1-Year Est. Return
SAM
SEB Asset Management Stockholm $26.6B AUM

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

SHP Wealth Management held its ZenaTech Inc (ZENA) position steady in Q2 2026 at 450 shares worth $675. The position accounts for ﹤0.01% of the portfolio, ranked #1703.

SHP Wealth Management first reported a position in ZENA in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.44K in Q4 2025. 69 funds tracked by Wall St. Rank hold ZENA as of Q2 2026.

  • SHP Wealth Management held 450 shares of ZenaTech Inc worth $675 as of Q2 2026.
  • SHP Wealth Management left its ZenaTech Inc share count unchanged in Q2 2026.
  • ZenaTech Inc made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1703 holding.
  • SHP Wealth Management first reported a position in ZenaTech Inc in Q4 2025 and has held it in 3 quarters since.
  • SHP Wealth Management's ZenaTech Inc position peaked at $1.44K in Q4 2025.
  • 69 funds tracked by Wall St. Rank held ZenaTech Inc as of Q2 2026.

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