SHP Wealth Management’s Zumiez ZUMZ Stock Holding History

SHP Wealth Management’s Portfolio ZUMZ Stock Details ZUMZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-2	Closed	-$52	–	1919
2025 Q4	$52	Buy	+2	New	+$48	﹤0.01%	1525

Other funds holding ZUMZ

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

PCMI

Paradigm Capital Management Inc Albany, New York $2.61B AUM 78.58% 1-Year Est. Return

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

SHP Wealth Management sold out of Zumiez (ZUMZ) in Q1 2026, closing a stake of 2 shares — an estimated $52 sold.

SHP Wealth Management first reported a position in ZUMZ in Q4 2025 and held it in 1 quarter. The position peaked at $52 in Q4 2025. 130 funds tracked by Wall St. Rank hold ZUMZ as of Q1 2026.

SHP Wealth Management reported no remaining Zumiez position as of Q1 2026 after selling out during the quarter.
SHP Wealth Management sold 2 Zumiez shares in Q1 2026, an estimated $52.
SHP Wealth Management first reported a position in Zumiez in Q4 2025 and held it in 1 quarter.
SHP Wealth Management's Zumiez position peaked at $52 in Q4 2025.
130 funds tracked by Wall St. Rank held Zumiez as of Q1 2026.

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