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Rialto Wealth Management’s New Jersey Resources NJR Stock Holding History

Rialto Wealth Management’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 		$2.19K Buy
39
+3
+8% +$168 ﹤0.01% 1087
2026
Q1 		$1.98K Buy
36
+14
+64% +$724 ﹤0.01% 870
2025
Q4 		$1.01K Buy
22
+3
+16% +$139 ﹤0.01% 994
2025
Q3 		$915 Sell
19
-6
-24% -$280 ﹤0.01% 963
2025
Q2 		$1.12K Buy
+25
New +$1.17K ﹤0.01% 811

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 $3.38T AUM 44.17% 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

Rialto Wealth Management's NJR Position: Q2 2026 in Review

Rialto Wealth Management increased its New Jersey Resources (NJR) stake by 8.3% in Q2 2026, buying an estimated $168 and bringing the position to 39 shares worth $2.19K. The position accounts for ﹤0.01% of the portfolio, ranked #1087.

Rialto Wealth Management first reported a position in NJR in Q2 2025 and has held it in 5 quarters since. 459 funds tracked by Wall St. Rank hold NJR as of Q2 2026.

  • Rialto Wealth Management held 39 shares of New Jersey Resources worth $2.19K as of Q2 2026.
  • Rialto Wealth Management bought 3 New Jersey Resources shares in Q2 2026, an estimated $168.
  • New Jersey Resources made up ﹤0.01% of Rialto Wealth Management's portfolio in Q2 2026, its #1087 holding.
  • Rialto Wealth Management first reported a position in New Jersey Resources in Q2 2025 and has held it in 5 quarters since.
  • 459 funds tracked by Wall St. Rank held New Jersey Resources as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.