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SHENGKAI INNOVATIONS, INC. hedge fund holdings

SHE
$158.84+0.23 (+0.15% today)

Every quarter, large institutional investment managers with over $100M in U.S.-listed assets under management disclose their U.S. equity holdings through 13F filings. Read together, those filings show which businesses professional capital is moving into and out of.

Price vs funds buying and selling

SHE · close · 13FReported Aug 14, 2026

Price vs funds buying and selling data

Showing the 1Y range: Oct 6, 2025 to Oct 5, 2026. Price (+23.2%). 0 fund reports plotted in this window as 0 markers; nearby trades of the same kind are grouped.

Transactions plotted on the price chart
DateCategoryPersonRoleActionAmountChange in holding
Funds buying · new + increased
Funds selling · reduced + closed
Net buyers vs sellers
Buying = new + increased; selling = reduced + closed. Counts exclude position changes under 5% of the fund's holding last quarter.

Price and fund activity data

Quarterly 13F fund buying and selling activity
QuarterFunds buyingFunds sellingBoughtSoldFilersReported
Q2 20252422$8.27M$8.43M105Aug 14, 2025
Q3 20252721$11.3M$3.94M109Nov 14, 2025
Q4 20252421$7.86M$15.8M116Feb 14, 2026
Q1 20262822$5.36M$11.9M119May 15, 2026
Q2 20263122$7.3M$4.75M123Aug 14, 2026

Quarterly action breakdown

Q2 2026
123 filers
New position
17
$3.14M+20.3K sh
Increased
14
$4.17M+27K sh
Reduced
16
-$3.49M-22.6K sh
Out / sold
6
-$1.25M-8.11K sh
Last 4 quarters · free
Reported Aug 14, 2026
FundActionChange in dollarValue% of portfolioReported
Portfolio Resources Advisor Group, Inc.New Buy+$456K$456K0.39%Jul 29, 2026
Menora Mivtachim Holdings Ltd.New Buy+$442K$442K0.00%Aug 13, 2026
Mountain Capital Investment Advisors Inc.Sell 100%-$357K$00.00%Jul 14, 2026
Geneos Wealth Management Inc.Reduce 5.41%-$278K$4.85M0.10%Aug 6, 2026
Albion Financial GroupAdded 3.84%+$265K$7.17M0.42%Jul 22, 2026
Valmark Advisers, Inc.Added 64.14%+$227K$581K0.01%Aug 6, 2026
Pearl Planning LLCNew Buy+$226K$226K0.10%Jul 21, 2026
American Financial & Tax Strategies IncNew Buy+$213K$213K0.10%Aug 7, 2026
Silverlake Wealth Management LLCNew Buy+$213K$213K0.04%Aug 6, 2026
Vise Technologies, Inc.New Buy+$212K$212K0.00%Aug 11, 2026
PFG Investments, LLCNew Buy+$207K$207K0.01%Jul 23, 2026
Winter & Associates, Inc.Reduce 40.47%-$198K$291K0.22%Jul 9, 2026
Focus Partners Advisor Solutions, LLCReduce 39.53%-$194K$297K0.00%Aug 6, 2026
Abound Financial, LLCReduce 34.66%-$95.3K$180K0.07%Aug 14, 2026
Rossby Financial, LCCAdded 46.99%+$61.5K$192K0.04%Aug 4, 2026
Seeds Investor LLCAdded 9.33%+$61.5K$720K0.07%Aug 12, 2026
Thrivent Financial for LutheransReduce 15.28%-$61.3K$340K0.00%Aug 14, 2026
National Philanthropic TrustReduce 1.02%-$40K$3.9M0.06%Aug 14, 2026
Wealthfront Advisers LLCReduce 3.60%-$34.9K$934K0.00%Aug 7, 2026
Blair William & CoAdded 9.85%+$29K$324K0.00%Aug 11, 2026
Creative Capital Management Investments LLCNew Buy+$23.2K$23.2K0.01%Jul 24, 2026
KilterHowling LLCReduce 6.27%-$22.6K$337K0.15%Aug 11, 2026
Basso Capital Management, L.P.Sell 100%-$19K$00.00%Jul 27, 2026
MJT & Associates Financial Advisory Group, Inc.Reduce 10.70%-$18.4K$153K0.10%Jul 6, 2026
Sincerus Advisory, LLCReduce 6.73%-$17.9K$248K0.17%Jul 6, 2026
Betterment LLCAdded 0.17%+$10.2K$6.06M0.01%Aug 14, 2026
Guardian Wealth Advisors, LLC / NCSell 100%-$7.54K$00.00%Aug 14, 2026
Bell Investment Advisors, IncReduce 0.62%-$6.49K$1.03M0.15%Aug 7, 2026
Napier Financial, LLCAdded 0.96%+$6.18K$650K0.14%Jul 31, 2026
South Shore Capital AdvisorsAdded 0.91%+$5.56K$619K0.41%Jul 30, 2026
Clifford Group, LLCReduce 1.56%-$5.41K$341K0.24%Aug 14, 2026
IFG Advisory, LLCNew Buy+$5.14K$5.14K0.00%Aug 14, 2026
CWC Advisors, LLC.Reduce 0.98%-$4.94K$498K0.22%Jul 21, 2026
Aprio Wealth Management, LLCReduce 0.46%-$2.01K$430K0.02%Jul 24, 2026
Fingerlakes Wealth Management, Inc.Added 0.21%+$1.24K$595K0.32%Jul 23, 2026
Certuity, LLCAdded 0.28%+$1.24K$437K0.02%Jul 28, 2026
Traphagen Investment Advisors LLCAdded 0.19%+$618$321K0.02%Jul 16, 2026
Vermillion Wealth Management, Inc.Added 0.20%+$309$152K0.04%Jul 16, 2026
Princeton Global Asset Management LLCAdded 0.19%+$155$81.8K0.01%Jul 16, 2026
Aptus Capital Advisors, LLCAdded 0.18%+$154$86.6K0.00%Aug 12, 2026
Assetmark, IncAdded 0.06%+$154$257K0.00%Jul 30, 2026
Marshall Investment Management, LLCAdded 0.21%+$154$73.4K0.03%Aug 14, 2026
Mendel Capital Management LLCAdded 0.03%+$154$495K0.22%Jul 21, 2026
TD Capital Management LLCAdded 0.52%+$154$29.8K0.00%Aug 6, 2026

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