Mosaic Family Wealth Partners’s New Jersey Resources NJR Stock Holding History

Mosaic Family Wealth Partners’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	$1.54M	Buy	+27,521	New	+$1.54M	0.1%	155

Other funds holding NJR

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Mosaic Family Wealth Partners's NJR Position: Q2 2026 in Review

Mosaic Family Wealth Partners opened a new position in New Jersey Resources (NJR) in Q2 2026: 27,521 shares worth $1.54M. The stake represents 0.1% of the portfolio and ranks #155 among its holdings.

456 funds tracked by Wall St. Rank hold NJR as of Q2 2026.

Mosaic Family Wealth Partners held 27,521 shares of New Jersey Resources worth $1.54M as of Q2 2026.
New Jersey Resources was a new Mosaic Family Wealth Partners position in Q2 2026.
New Jersey Resources made up 0.1% of Mosaic Family Wealth Partners's portfolio in Q2 2026, its #155 holding.
456 funds tracked by Wall St. Rank held New Jersey Resources as of Q2 2026.

Based on Mosaic Family Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.