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Diversify Advisory Services’s SM Energy SM Stock Holding History

Diversify Advisory Services’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
2025
Q4 		– Sell
-44,507
Closed -$861K – 965
2025
Q3 		$861K Sell
44,507
-83
-0.2% -$2.24K 0.03% 407
2025
Q2 		$1.2M Sell
44,590
-949
-2% -$23K 0.05% 291
2025
Q1 		$1.06M Sell
45,539
-303,729
-87% -$10.9M 0.07% 206
2024
Q4 		$15.1M Buy
349,268
+11,191
+3% +$473K 0.84% 22
2024
Q3 		$14.3M Buy
338,077
+27,519
+9% +$1.19M 0.77% 21
2024
Q2 		$13.5M Buy
310,558
+247,331
+391% +$12.1M 0.74% 25
2024
Q1 		$3.2M Buy
+63,227
New +$2.58M 0.19% 114

Other funds holding SM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return

Diversify Advisory Services's SM Position: Q4 2025 in Review

Diversify Advisory Services sold out of SM Energy (SM) in Q4 2025, closing a stake of 44,507 shares — an estimated $861K sold.

Diversify Advisory Services first reported a position in SM in Q1 2024 and held it in 7 quarters. The position peaked at $15.1M in Q4 2024. 344 funds tracked by Wall St. Rank hold SM as of Q4 2025.

  • Diversify Advisory Services reported no remaining SM Energy position as of Q4 2025 after selling out during the quarter.
  • Diversify Advisory Services sold 44,507 SM Energy shares in Q4 2025, an estimated $861K.
  • Diversify Advisory Services first reported a position in SM Energy in Q1 2024 and held it in 7 quarters.
  • Diversify Advisory Services's SM Energy position peaked at $15.1M in Q4 2024.
  • 344 funds tracked by Wall St. Rank held SM Energy as of Q4 2025.

Based on Diversify Advisory Services's 13F filing for Q4 2025, filed 23 Jan 2026.