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Institute for Wealth Management’s New Jersey Resources NJR Stock Holding History

Institute for Wealth Management’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 		$233K Sell
4,156
-1,151
-22% -$64.4K 0.02% 481
2026
Q1 		$291K Sell
5,307
-456
-8% -$23.6K 0.03% 431
2025
Q4 		$266K Sell
5,763
-577
-9% -$26.7K 0.03% 466
2025
Q3 		$305K Buy
6,340
+1,562
+33% +$72.8K 0.03% 449
2025
Q2 		$214K Buy
+4,778
New +$224K 0.02% 523

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

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

Institute for Wealth Management reduced its New Jersey Resources (NJR) stake by 22% in Q2 2026, selling an estimated $64.4K and leaving 4,156 shares worth $233K. The position accounts for 0.02% of the portfolio, ranked #481.

Institute for Wealth Management first reported a position in NJR in Q2 2025 and has held it in 5 quarters since. The position peaked at $305K in Q3 2025. 453 funds tracked by Wall St. Rank hold NJR as of Q2 2026.

  • Institute for Wealth Management held 4,156 shares of New Jersey Resources worth $233K as of Q2 2026.
  • Institute for Wealth Management sold 1,151 New Jersey Resources shares in Q2 2026, an estimated $64.4K.
  • New Jersey Resources made up 0.02% of Institute for Wealth Management's portfolio in Q2 2026, its #481 holding.
  • Institute for Wealth Management first reported a position in New Jersey Resources in Q2 2025 and has held it in 5 quarters since.
  • Institute for Wealth Management's New Jersey Resources position peaked at $305K in Q3 2025.
  • 453 funds tracked by Wall St. Rank held New Jersey Resources as of Q2 2026.

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