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Cresset Asset Management’s SM Energy SM Stock Holding History

Cresset Asset Management’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 		$963K Sell
36,886
-39,622
-52% -$1.19M ﹤0.01% 927
2026
Q1 		$2.39M Buy
76,508
+27,485
+56% +$627K 0.01% 521
2025
Q4 		$926K Buy
49,023
+1,473
+3% +$29.8K ﹤0.01% 814
2025
Q3 		$1.19M Buy
47,550
+1,237
+3% +$33.4K 0.01% 685
2025
Q2 		$1.14M Buy
46,313
+18,777
+68% +$455K 0.01% 644
2025
Q1 		$825K Buy
27,536
+823
+3% +$29.5K ﹤0.01% 857
2024
Q4 		$1.04M Sell
26,713
-2,079
-7% -$87.8K ﹤0.01% 784
2024
Q3 		$1.15M Buy
28,792
+2,801
+11% +$122K ﹤0.01% 1089
2024
Q2 		$1.12M Sell
25,991
-1,926
-7% -$94.6K ﹤0.01% 1006
2024
Q1 		$1.39M Sell
27,917
-23,712
-46% -$969K 0.01% 827
2023
Q4 		$2M Buy
51,629
+6,079
+13% +$234K 0.01% 592
2023
Q3 		$1.81M Buy
45,550
+3,723
+9% +$141K 0.01% 597
2023
Q2 		$1.32M Buy
+41,827
New +$1.18M ﹤0.01% 807

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

Cresset Asset Management's SM Position: Q2 2026 in Review

Cresset Asset Management reduced its SM Energy (SM) stake by 52% in Q2 2026, selling an estimated $1.19M and leaving 36,886 shares worth $963K. The position accounts for ﹤0.01% of the portfolio, ranked #927.

Cresset Asset Management first reported a position in SM in Q2 2023 and has held it in 13 quarters since. The position peaked at $2.39M in Q1 2026. 498 funds tracked by Wall St. Rank hold SM as of Q2 2026.

  • Cresset Asset Management held 36,886 shares of SM Energy worth $963K as of Q2 2026.
  • Cresset Asset Management sold 39,622 SM Energy shares in Q2 2026, an estimated $1.19M.
  • SM Energy made up ﹤0.01% of Cresset Asset Management's portfolio in Q2 2026, its #927 holding.
  • Cresset Asset Management first reported a position in SM Energy in Q2 2023 and has held it in 13 quarters since.
  • Cresset Asset Management's SM Energy position peaked at $2.39M in Q1 2026.
  • 498 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.

Based on Cresset Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.