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Fortitude Family Office’s New Jersey Resources NJR Stock Holding History

Fortitude Family Office’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 		$9.36K Hold
167
– – ﹤0.01% 801
2026
Q1 		$9.17K Buy
167
+138
+476% +$7.13K ﹤0.01% 691
2025
Q4 		$1.34K Sell
29
-3
-9% -$139 ﹤0.01% 1340
2025
Q3 		$1.54K Sell
32
-6
-16% -$280 ﹤0.01% 1365
2025
Q2 		$1.7K Buy
+38
New +$1.78K ﹤0.01% 1278
2024
Q1 		– Sell
-592
Closed -$26.4K – 1047
2023
Q4 		$26.4K Buy
+592
New +$25.2K 0.02% 256

Other funds holding NJR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Fortitude Family Office's NJR Position: Q2 2026 in Review

Fortitude Family Office held its New Jersey Resources (NJR) position steady in Q2 2026 at 167 shares worth $9.36K. The position accounts for ﹤0.01% of the portfolio, ranked #801.

Fortitude Family Office first reported a position in NJR in Q4 2023 and has held it in 6 quarters since. The position peaked at $26.4K in Q4 2023. 453 funds tracked by Wall St. Rank hold NJR as of Q2 2026.

  • Fortitude Family Office held 167 shares of New Jersey Resources worth $9.36K as of Q2 2026.
  • Fortitude Family Office left its New Jersey Resources share count unchanged in Q2 2026.
  • New Jersey Resources made up ﹤0.01% of Fortitude Family Office's portfolio in Q2 2026, its #801 holding.
  • Fortitude Family Office first reported a position in New Jersey Resources in Q4 2023 and has held it in 6 quarters since.
  • Fortitude Family Office's New Jersey Resources position peaked at $26.4K in Q4 2023.
  • 453 funds tracked by Wall St. Rank held New Jersey Resources as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.