Corient Private Wealth
SM icon

Corient Private Wealth’s SM Energy SM Stock Holding History

Corient Private Wealth’s Portfolio SM Stock Details SM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.57M Buy
175,161
+68,816
+65% +$2.07M 0.01% 942
2026
Q1 		$3.2M Buy
106,345
+89,147
+518% +$2.03M ﹤0.01% 1022
2025
Q4 		$322K Sell
17,198
-2,056
-11% -$41.6K ﹤0.01% 2129
2025
Q3 		$481K Sell
19,254
-1,912
-9% -$51.6K ﹤0.01% 1811
2025
Q2 		$523K Buy
21,166
+6,262
+42% +$152K ﹤0.01% 1680
2025
Q1 		$446K Sell
14,904
-7,207
-33% -$258K ﹤0.01% 1648
2024
Q4 		$857K Sell
22,111
-3,403
-13% -$144K ﹤0.01% 1372
2024
Q3 		$1.02M Sell
25,514
-5,305
-17% -$230K ﹤0.01% 1395
2024
Q2 		$1.33M Sell
30,819
-23,300
-43% -$1.14M ﹤0.01% 1210
2024
Q1 		$2.7M Sell
54,119
-3,175
-6% -$130K ﹤0.01% 900
2023
Q4 		$2.22M Sell
57,294
-16,019
-22% -$618K ﹤0.01% 955
2023
Q3 		$2.91M Buy
73,313
+22
+0% +$834 0.01% 785
2023
Q2 		$2.32M Buy
73,291
+245
+0.3% +$6.92K 0.01% 853
2023
Q1 		$2.06M Buy
73,046
+8,409
+13% +$257K 0.01% 836
2022
Q4 		$2.25M Buy
+64,637
New +$2.69M 0.01% 673

Other funds holding SM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
AC
Aristeia Capital Greenwich, Connecticut $7.69B AUM 15.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Corient Private Wealth's SM Position: Q2 2026 in Review

Corient Private Wealth increased its SM Energy (SM) stake by 65% in Q2 2026, buying an estimated $2.07M and bringing the position to 175,161 shares worth $4.57M. The position accounts for 0.01% of the portfolio, ranked #942.

Corient Private Wealth first reported a position in SM in Q4 2022 and has held it in 15 quarters since. 498 funds tracked by Wall St. Rank hold SM as of Q2 2026.

  • Corient Private Wealth held 175,161 shares of SM Energy worth $4.57M as of Q2 2026.
  • Corient Private Wealth bought 68,816 SM Energy shares in Q2 2026, an estimated $2.07M.
  • SM Energy made up 0.01% of Corient Private Wealth's portfolio in Q2 2026, its #942 holding.
  • Corient Private Wealth first reported a position in SM Energy in Q4 2022 and has held it in 15 quarters since.
  • 498 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.