Michelson Medical Research Foundation’s Crescent Energy CRGY Stock Holding History

Michelson Medical Research Foundation’s Portfolio CRGY Stock Details CRGY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.53M	Hold	156,166	–	–	1.42%	20
2026 Q1	$2.11M	Hold	156,166	–	–	2.14%	16
2025 Q4	$1.31M	Hold	156,166	–	–	1.31%	20
2025 Q3	$1.39M	Hold	156,166	–	–	1.21%	20
2025 Q2	$1.34M	Hold	156,166	–	–	1.29%	20
2025 Q1	$1.76M	Hold	156,166	–	–	1.47%	18
2024 Q4	$2.28M	Hold	156,166	–	–	1.91%	19
2024 Q3	$1.71M	Hold	156,166	–	–	1.21%	23
2024 Q2	$1.85M	Hold	156,166	–	–	1.59%	18
2024 Q1	$1.86M	Hold	156,166	–	–	1.13%	22
2023 Q4	$2.06M	Hold	156,166	–	–	1.36%	21
2023 Q3	$1.97M	Hold	156,166	–	–	1.33%	22
2023 Q2	$1.63M	Hold	156,166	–	–	1.16%	18
2023 Q1	$1.77M	Hold	156,166	–	–	1.38%	17
2022 Q4	$1.87M	Buy	+156,166	New	+$2.15M	1.21%	19

Other funds holding CRGY

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

KKRC

Kohlberg Kravis Roberts & Co New York $5.71B AUM 72.37% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Michelson Medical Research Foundation's CRGY Position: Q2 2026 in Review

Michelson Medical Research Foundation held its Crescent Energy (CRGY) position steady in Q2 2026 at 156,166 shares worth $1.53M. The position accounts for 1.42% of the portfolio, ranked #20.

Michelson Medical Research Foundation first reported a position in CRGY in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.28M in Q4 2024. 361 funds tracked by Wall St. Rank hold CRGY as of Q2 2026.

Michelson Medical Research Foundation held 156,166 shares of Crescent Energy worth $1.53M as of Q2 2026.
Michelson Medical Research Foundation left its Crescent Energy share count unchanged in Q2 2026.
Crescent Energy made up 1.42% of Michelson Medical Research Foundation's portfolio in Q2 2026, its #20 holding.
Michelson Medical Research Foundation first reported a position in Crescent Energy in Q4 2022 and has held it in 15 quarters since.
Michelson Medical Research Foundation's Crescent Energy position peaked at $2.28M in Q4 2024.
361 funds tracked by Wall St. Rank held Crescent Energy as of Q2 2026.

Based on Michelson Medical Research Foundation's 13F filing for Q2 2026, filed 14 Aug 2026.