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Prestige Wealth Management Group’s Chord Energy CHRD Stock Holding History

Prestige Wealth Management Group’s Portfolio CHRD Stock Details CHRD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-8
Closed -$742 – 1129
2025
Q4 		$742 Hold
8
– – ﹤0.01% 908
2025
Q3 		$795 Hold
8
– – ﹤0.01% 885
2025
Q2 		$775 Buy
+8
New +$761 ﹤0.01% 888
2025
Q1 		– Sell
-3
Closed -$351 – 1018
2024
Q4 		$351 Hold
3
– – ﹤0.01% 1003
2024
Q3 		$391 Hold
3
– – ﹤0.01% 991
2024
Q2 		$504 Hold
3
– – ﹤0.01% 921
2024
Q1 		$535 Hold
3
– – ﹤0.01% 945
2023
Q4 		$499 Hold
3
– – ﹤0.01% 948
2023
Q3 		$487 Hold
3
– – ﹤0.01% 967
2023
Q2 		$462 Hold
3
– – ﹤0.01% 997
2023
Q1 		$404 Buy
+3
New +$407 ﹤0.01% 1006

Other funds holding CHRD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Prestige Wealth Management Group's CHRD Position: Q1 2026 in Review

Prestige Wealth Management Group sold out of Chord Energy (CHRD) in Q1 2026, closing a stake of 8 shares — an estimated $742 sold.

Prestige Wealth Management Group first reported a position in CHRD in Q1 2023 and held it in 11 quarters. The position peaked at $795 in Q3 2025. 492 funds tracked by Wall St. Rank hold CHRD as of Q1 2026.

  • Prestige Wealth Management Group reported no remaining Chord Energy position as of Q1 2026 after selling out during the quarter.
  • Prestige Wealth Management Group sold 8 Chord Energy shares in Q1 2026, an estimated $742.
  • Prestige Wealth Management Group first reported a position in Chord Energy in Q1 2023 and held it in 11 quarters.
  • Prestige Wealth Management Group's Chord Energy position peaked at $795 in Q3 2025.
  • 492 funds tracked by Wall St. Rank held Chord Energy as of Q1 2026.

Based on Prestige Wealth Management Group's 13F filing for Q1 2026, filed 13 May 2026.