Orion Portfolio Solutions’s SM Energy SM Stock Holding History

Orion Portfolio Solutions’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
2025 Q1	$248K	Sell	8,271 -1,010	-11%	-$36.2K	﹤0.01%	1716
2024 Q4	$360K	Sell	9,281 -5,568	-37%	-$235K	﹤0.01%	1471
2024 Q3	$594K	Sell	14,849 -13,353	-47%	-$579K	0.01%	1276
2024 Q2	$1.22M	Sell	28,202 -2,516	-8%	-$124K	0.01%	892
2024 Q1	$1.53M	Sell	30,718 -7,125	-19%	-$291K	0.02%	786
2023 Q4	$1.45M	Buy	37,843 +6,133	+19%	+$237K	0.02%	781
2023 Q3	$1.26M	Sell	31,710 -13,634	-30%	-$517K	0.02%	822
2023 Q2	$1.43M	Buy	45,344 +12,963	+40%	+$366K	0.02%	798
2023 Q1	$912K	Buy	+32,381	New	+$988K	0.01%	913
2020 Q3	–	Sell	-112	Closed	–	–	1785
2020 Q2	$0	Sell	112 -72	-39%	-$236	﹤0.01%	2438
2020 Q1	$0	Buy	184 +39	+27%	+$276	﹤0.01%	2268
2019 Q4	$2K	Buy	+145	New	+$1.31K	﹤0.01%	1553

Other funds holding SM

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

WHG

Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

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

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Orion Portfolio Solutions's SM Position: Q1 2025 in Review

Orion Portfolio Solutions reduced its SM Energy (SM) stake by 11% in Q1 2025, selling an estimated $36.2K and leaving 8,271 shares worth $248K. The position accounts for ﹤0.01% of the portfolio, ranked #1716.

Orion Portfolio Solutions first reported a position in SM in Q4 2019 and has held it in 12 quarters since. The position peaked at $1.53M in Q1 2024. 404 funds tracked by Wall St. Rank hold SM as of Q1 2025.

Orion Portfolio Solutions held 8,271 shares of SM Energy worth $248K as of Q1 2025.
Orion Portfolio Solutions sold 1,010 SM Energy shares in Q1 2025, an estimated $36.2K.
SM Energy made up ﹤0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1716 holding.
Orion Portfolio Solutions first reported a position in SM Energy in Q4 2019 and has held it in 12 quarters since.
Orion Portfolio Solutions's SM Energy position peaked at $1.53M in Q1 2024.
404 funds tracked by Wall St. Rank held SM Energy as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.