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Integrated Wealth Concepts’s New Jersey Resources NJR Stock Holding History

Integrated Wealth Concepts’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 		$534K Sell
9,535
-1,704
-15% -$95.3K ﹤0.01% 1612
2026
Q1 		$617K Buy
+11,239
New +$581K ﹤0.01% 1414
2025
Q4 		– Sell
-11,796
Closed -$568K – 1905
2025
Q3 		$568K Sell
11,796
-763
-6% -$35.6K 0.01% 1276
2025
Q2 		$563K Buy
+12,559
New +$589K 0.01% 1207
2025
Q1 		– Sell
-4,852
Closed -$226K – 1807
2024
Q4 		$226K Buy
+4,852
New +$230K ﹤0.01% 1541

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

Integrated Wealth Concepts's NJR Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its New Jersey Resources (NJR) stake by 15% in Q2 2026, selling an estimated $95.3K and leaving 9,535 shares worth $534K. The position accounts for ﹤0.01% of the portfolio, ranked #1612.

Integrated Wealth Concepts first reported a position in NJR in Q4 2024 and has held it in 5 quarters since. The position peaked at $617K in Q1 2026. 459 funds tracked by Wall St. Rank hold NJR as of Q2 2026.

  • Integrated Wealth Concepts held 9,535 shares of New Jersey Resources worth $534K as of Q2 2026.
  • Integrated Wealth Concepts sold 1,704 New Jersey Resources shares in Q2 2026, an estimated $95.3K.
  • New Jersey Resources made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1612 holding.
  • Integrated Wealth Concepts first reported a position in New Jersey Resources in Q4 2024 and has held it in 5 quarters since.
  • Integrated Wealth Concepts's New Jersey Resources position peaked at $617K in Q1 2026.
  • 459 funds tracked by Wall St. Rank held New Jersey Resources as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.