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Medallion Wealth Advisors’s New Jersey Resources NJR Stock Holding History

Medallion Wealth Advisors’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 		$33.6K Hold
600
– – 0.01% 543
2026
Q1 		$33K Hold
600
– – 0.01% 552
2025
Q4 		$27.7K Buy
+600
New +$27.7K 0.01% 576

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

Medallion Wealth Advisors's NJR Position: Q2 2026 in Review

Medallion Wealth Advisors held its New Jersey Resources (NJR) position steady in Q2 2026 at 600 shares worth $33.6K. The position accounts for 0.01% of the portfolio, ranked #543.

Medallion Wealth Advisors first reported a position in NJR in Q4 2025 and has held it in 3 quarters since. 459 funds tracked by Wall St. Rank hold NJR as of Q2 2026.

  • Medallion Wealth Advisors held 600 shares of New Jersey Resources worth $33.6K as of Q2 2026.
  • Medallion Wealth Advisors left its New Jersey Resources share count unchanged in Q2 2026.
  • New Jersey Resources made up 0.01% of Medallion Wealth Advisors's portfolio in Q2 2026, its #543 holding.
  • Medallion Wealth Advisors first reported a position in New Jersey Resources in Q4 2025 and has held it in 3 quarters since.
  • 459 funds tracked by Wall St. Rank held New Jersey Resources as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.