Belpointe Asset Management’s New Jersey Resources NJR Stock Holding History

Belpointe Asset Management’s Portfolio NJR Stock Details NJR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$231K	Buy	4,113 +51	+1%	+$2.85K	0.01%	1008
2026 Q1	$223K	Buy	+4,062	New	+$210K	0.01%	970
2023 Q4	–	Sell	-6,503	Closed	-$264K	–	743
2023 Q3	$264K	Buy	6,503 +30	+0.5%	+$1.31K	0.03%	519
2023 Q2	$306K	Buy	6,473 +26	+0.4%	+$1.31K	0.03%	444
2023 Q1	$343K	Sell	6,447 -7	-0.1%	-$357	0.02%	695
2022 Q4	$320K	Buy	6,454 +70	+1%	+$3.2K	0.02%	706
2022 Q3	$247K	Buy	6,384 +3,529	+124%	+$157K	0.02%	757
2022 Q2	$127K	Sell	2,855 -4,169	-59%	-$187K	0.01%	1013
2022 Q1	$322K	Sell	7,024 -993	-12%	-$41.3K	0.02%	699
2021 Q4	$329K	Buy	8,017 +52	+0.7%	+$2.01K	0.02%	669
2021 Q3	$277K	Buy	+7,965	New	+$301K	0.02%	725

Other funds holding NJR

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Belpointe Asset Management's NJR Position: Q2 2026 in Review

Belpointe Asset Management increased its New Jersey Resources (NJR) stake by 1.3% in Q2 2026, buying an estimated $2.85K and bringing the position to 4,113 shares worth $231K. The position accounts for 0.01% of the portfolio, ranked #1008.

Belpointe Asset Management first reported a position in NJR in Q3 2021 and has held it in 11 quarters since. The position peaked at $343K in Q1 2023. 453 funds tracked by Wall St. Rank hold NJR as of Q2 2026.

Belpointe Asset Management held 4,113 shares of New Jersey Resources worth $231K as of Q2 2026.
Belpointe Asset Management bought 51 New Jersey Resources shares in Q2 2026, an estimated $2.85K.
New Jersey Resources made up 0.01% of Belpointe Asset Management's portfolio in Q2 2026, its #1008 holding.
Belpointe Asset Management first reported a position in New Jersey Resources in Q3 2021 and has held it in 11 quarters since.
Belpointe Asset Management's New Jersey Resources position peaked at $343K in Q1 2023.
453 funds tracked by Wall St. Rank held New Jersey Resources as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.