Institute for Wealth Management’s Chord Energy CHRD Stock Holding History

Institute for Wealth Management’s Portfolio CHRD Stock Details CHRD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.34K	Buy	+12	New	+$1.63K	﹤0.01%	1635

Other funds holding CHRD

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

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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

GRA

Goehring & Rozencwajg Associates New York $1.74B AUM 48.6% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Institute for Wealth Management's CHRD Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Chord Energy (CHRD) in Q2 2026: 12 shares worth $1.34K. The stake represents ﹤0.01% of the portfolio and ranks #1635 among its holdings.

244 funds tracked by Wall St. Rank hold CHRD as of Q2 2026.

Institute for Wealth Management held 12 shares of Chord Energy worth $1.34K as of Q2 2026.
Chord Energy was a new Institute for Wealth Management position in Q2 2026.
Chord Energy made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1635 holding.
244 funds tracked by Wall St. Rank held Chord Energy as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.