Osaic Holdings
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Osaic Holdings’s New Jersey Resources NJR Stock Holding History

Osaic Holdings’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 		$1.44M Buy
25,680
+5,601
+28% +$313K ﹤0.01% 2637
2026
Q1 		$1.1M Sell
20,079
-8,208
-29% -$424K ﹤0.01% 2622
2025
Q4 		$1.31M Sell
28,287
-443
-2% -$20.5K ﹤0.01% 2449
2025
Q3 		$1.36M Sell
28,730
-418
-1% -$19.5K ﹤0.01% 2518
2025
Q2 		$1.31M Sell
29,148
-1,209
-4% -$56.7K ﹤0.01% 2280
2025
Q1 		$1.49M Buy
30,357
+17,765
+141% +$842K ﹤0.01% 1899
2024
Q4 		$588K Sell
12,592
-5,863
-32% -$278K ﹤0.01% 2642
2024
Q3 		$872K Sell
18,455
-357
-2% -$16.3K ﹤0.01% 2364
2024
Q2 		$804K Sell
18,812
-3,046
-14% -$131K ﹤0.01% 2372
2024
Q1 		$938K Buy
21,858
+409
+2% +$17.2K ﹤0.01% 2392
2023
Q4 		$957K Sell
21,449
-7,273
-25% -$310K ﹤0.01% 2563
2023
Q3 		$1.17M Buy
28,722
+11,827
+70% +$518K ﹤0.01% 2498
2023
Q2 		$795K Sell
16,895
-219
-1% -$11K ﹤0.01% 2728
2023
Q1 		$915K Buy
17,114
+2,368
+16% +$121K ﹤0.01% 2560
2022
Q4 		$731K Sell
14,746
-1,043
-7% -$47.6K ﹤0.01% 2677
2022
Q3 		$612K Buy
15,789
+331
+2% +$14.8K ﹤0.01% 2694
2022
Q2 		$692K Sell
15,458
-363
-2% -$16.3K ﹤0.01% 2627
2022
Q1 		$629K Sell
15,821
-697
-4% -$29K ﹤0.01% 3001
2021
Q4 		$679K Buy
16,518
+4,069
+33% +$157K ﹤0.01% 2765
2021
Q3 		$436K Buy
12,449
+1,103
+10% +$41.7K ﹤0.01% 3175
2021
Q2 		$450K Sell
11,346
-474
-4% -$20K ﹤0.01% 3134
2021
Q1 		$471K Buy
11,820
+131
+1% +$4.99K ﹤0.01% 2914
2020
Q4 		$418K Sell
11,689
-1,686
-13% -$54.9K ﹤0.01% 2823
2020
Q3 		$383K Sell
13,375
-2,356
-15% -$71.7K ﹤0.01% 2679
2020
Q2 		$514K Sell
15,731
-12,297
-44% -$407K ﹤0.01% 2319
2020
Q1 		$612K Buy
+28,028
New +$1.09M ﹤0.01% 1910

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

Osaic Holdings's NJR Position: Q2 2026 in Review

Osaic Holdings increased its New Jersey Resources (NJR) stake by 28% in Q2 2026, buying an estimated $313K and bringing the position to 25,680 shares worth $1.44M. The position accounts for ﹤0.01% of the portfolio, ranked #2637.

Osaic Holdings first reported a position in NJR in Q1 2020 and has held it in 26 quarters since. The position peaked at $1.49M in Q1 2025. 453 funds tracked by Wall St. Rank hold NJR as of Q2 2026.

  • Osaic Holdings held 25,680 shares of New Jersey Resources worth $1.44M as of Q2 2026.
  • Osaic Holdings bought 5,601 New Jersey Resources shares in Q2 2026, an estimated $313K.
  • New Jersey Resources made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #2637 holding.
  • Osaic Holdings first reported a position in New Jersey Resources in Q1 2020 and has held it in 26 quarters since.
  • Osaic Holdings's New Jersey Resources position peaked at $1.49M in Q1 2025.
  • 453 funds tracked by Wall St. Rank held New Jersey Resources as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.