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Redwood Wealth Management Group’s SM Energy SM Stock Holding History

Redwood Wealth Management Group’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 		– Sell
-20,609
Closed -$643K – 104
2026
Q1 		$643K Buy
+20,609
New +$470K 0.28% 74

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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 $3.37T AUM 44.26% 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 Wealth Management Group's SM Position: Q2 2026 in Review

Redwood Wealth Management Group sold out of SM Energy (SM) in Q2 2026, closing a stake of 20,609 shares — an estimated $643K sold.

Redwood Wealth Management Group first reported a position in SM in Q1 2026 and held it in 1 quarter. The position peaked at $643K in Q1 2026. 499 funds tracked by Wall St. Rank hold SM as of Q2 2026.

  • Redwood Wealth Management Group reported no remaining SM Energy position as of Q2 2026 after selling out during the quarter.
  • Redwood Wealth Management Group sold 20,609 SM Energy shares in Q2 2026, an estimated $643K.
  • Redwood Wealth Management Group first reported a position in SM Energy in Q1 2026 and held it in 1 quarter.
  • Redwood Wealth Management Group's SM Energy position peaked at $643K in Q1 2026.
  • 499 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.

Based on Redwood Wealth Management Group's 13F filing for Q2 2026.