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Physician Wealth Advisors’s New Jersey Resources NJR Stock Holding History

Physician Wealth 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 		$3.08K Hold
55
– – ﹤0.01% 1316
2026
Q1 		$3.02K Hold
55
– – ﹤0.01% 1179
2025
Q4 		$2.54K Buy
+55
New +$2.54K ﹤0.01% 1189
2025
Q3 		– Sell
-25
Closed -$1.12K – 1993
2025
Q2 		$1.12K Buy
+25
New +$1.17K ﹤0.01% 1330

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

Physician Wealth Advisors's NJR Position: Q2 2026 in Review

Physician Wealth Advisors held its New Jersey Resources (NJR) position steady in Q2 2026 at 55 shares worth $3.08K. The position accounts for ﹤0.01% of the portfolio, ranked #1316.

Physician Wealth Advisors first reported a position in NJR in Q2 2025 and has held it in 4 quarters since. 458 funds tracked by Wall St. Rank hold NJR as of Q2 2026.

  • Physician Wealth Advisors held 55 shares of New Jersey Resources worth $3.08K as of Q2 2026.
  • Physician Wealth Advisors left its New Jersey Resources share count unchanged in Q2 2026.
  • New Jersey Resources made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1316 holding.
  • Physician Wealth Advisors first reported a position in New Jersey Resources in Q2 2025 and has held it in 4 quarters since.
  • 458 funds tracked by Wall St. Rank held New Jersey Resources as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.