Position in UI
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$2,370
+$1,817 QoQ
Shares Held
3
+200.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UI Over Time
Shares Held
Position Value (USD)
Position in Communication Equipment
Technology · as of Jun 30, 2026SHP Wealth Management holds $1,962,643 across 14 Communication Equipment names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CSCO |
Cisco Systems, Inc.
|
8,642 | $1,015,089 | |
| 2 | MSI |
Motorola Solutions, Inc.
|
866 | $359,641 | |
| 3 | ZBRA |
Zebra Technologies Corp
|
875 | $230,352 | |
| 4 | HPE |
Hewlett Packard Enterprise Co
|
3,721 | $167,854 | |
| 5 | LITE |
Lumentum Holdings Inc.
|
75 | $64,354 | |
| 6 | CIEN |
Ciena Corp
|
116 | $56,904 | |
| 7 | NOK |
Nokia Corp
|
2,006 | $26,639 | |
| 8 | CLFD |
Clearfield, Inc.
|
300 | $11,937 |
All Filings in UI
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,370 | 3 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $553 | 1 | Shares | Sole | 2026-03-04 | |
| No filing history on record for this holder in this stock. | ||||||