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McCarter Private Wealth Services’s SM Energy SM Stock Holding History

McCarter Private Wealth 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
2026
Q2 		– Sell
-6,466
Closed -$202K – 203
2026
Q1 		$202K Buy
+6,466
New +$148K 0.09% 169
2025
Q3 		– Sell
-8,178
Closed -$202K – 129
2025
Q2 		$202K Sell
8,178
-600
-7% -$14.5K 0.12% 116
2025
Q1 		$263K Hold
8,778
– – 0.17% 89
2024
Q4 		$340K Hold
8,778
– – 0.22% 76
2024
Q3 		$351K Buy
+8,778
New +$381K 0.22% 77

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Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
AC
Aristeia Capital Greenwich, Connecticut $7.69B AUM 15.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

McCarter Private Wealth Services's SM Position: Q2 2026 in Review

McCarter Private Wealth Services sold out of SM Energy (SM) in Q2 2026, closing a stake of 6,466 shares — an estimated $202K sold.

McCarter Private Wealth Services first reported a position in SM in Q3 2024 and held it in 5 quarters. The position peaked at $351K in Q3 2024. 499 funds tracked by Wall St. Rank hold SM as of Q2 2026.

  • McCarter Private Wealth Services reported no remaining SM Energy position as of Q2 2026 after selling out during the quarter.
  • McCarter Private Wealth Services sold 6,466 SM Energy shares in Q2 2026, an estimated $202K.
  • McCarter Private Wealth Services first reported a position in SM Energy in Q3 2024 and held it in 5 quarters.
  • McCarter Private Wealth Services's SM Energy position peaked at $351K in Q3 2024.
  • 499 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.

Based on McCarter Private Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.