Oakmont Investment Advisors’s New Jersey Resources NJR Stock Holding History

Oakmont Investment 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	$237K	Buy	+4,225	New	+$236K	0.16%	109

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

Oakmont Investment Advisors's NJR Position: Q2 2026 in Review

Oakmont Investment Advisors opened a new position in New Jersey Resources (NJR) in Q2 2026: 4,225 shares worth $237K. The stake represents 0.16% of the portfolio and ranks #109 among its holdings.

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

Oakmont Investment Advisors held 4,225 shares of New Jersey Resources worth $237K as of Q2 2026.
New Jersey Resources was a new Oakmont Investment Advisors position in Q2 2026.
New Jersey Resources made up 0.16% of Oakmont Investment Advisors's portfolio in Q2 2026, its #109 holding.
453 funds tracked by Wall St. Rank held New Jersey Resources as of Q2 2026.

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