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Redwood Investment Management’s SM Energy SM Stock Holding History

Redwood Investment Management’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
2026
Q2 		$2.16M Buy
+82,815
New +$2.49M 0.21% 72
2022
Q3 		– Sell
-13,409
Closed -$458K – 273
2022
Q2 		$458K Sell
13,409
-926
-6% -$37.6K 0.08% 171
2022
Q1 		$558K Buy
+14,335
New +$517K 0.08% 180

Other funds holding SM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
AC
Aristeia Capital Greenwich, Connecticut $7.69B AUM 15.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Redwood Investment Management's SM Position: Q2 2026 in Review

Redwood Investment Management opened a new position in SM Energy (SM) in Q2 2026: 82,815 shares worth $2.16M. The stake represents 0.21% of the portfolio and ranks #72 among its holdings. This is a return to the name: Redwood Investment Management previously reported a position in SM as recently as Q2 2022.

Redwood Investment Management first reported a position in SM in Q1 2022 and has held it in 3 quarters since. 498 funds tracked by Wall St. Rank hold SM as of Q2 2026.

  • Redwood Investment Management held 82,815 shares of SM Energy worth $2.16M as of Q2 2026.
  • SM Energy was a new Redwood Investment Management position in Q2 2026.
  • SM Energy made up 0.21% of Redwood Investment Management's portfolio in Q2 2026, its #72 holding.
  • Redwood Investment Management first reported a position in SM Energy in Q1 2022 and has held it in 3 quarters since.
  • 498 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.

Based on Redwood Investment Management's 13F filing for Q2 2026, filed 17 Aug 2026.