Sendero Wealth Management’s SM Energy SM Stock Holding History

Sendero Wealth 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	$1.2M	Sell	46,008 -191	-0.4%	-$5.74K	0.12%	113
2026 Q1	$1.44M	Sell	46,199 -78	-0.2%	-$1.78K	0.16%	83
2025 Q4	$865K	Buy	46,277 +269	+0.6%	+$5.45K	0.1%	119
2025 Q3	$1.15M	Hold	46,008	–	–	0.13%	90
2025 Q2	$1.14M	Hold	46,008	–	–	0.14%	88
2025 Q1	$1.38M	Hold	46,008	–	–	0.19%	73
2024 Q4	$1.78M	Hold	46,008	–	–	0.27%	61
2024 Q3	$1.84M	Hold	46,008	–	–	0.29%	55
2024 Q2	$1.99M	Hold	46,008	–	–	0.33%	52
2024 Q1	$2.29M	Hold	46,008	–	–	0.39%	52
2023 Q4	$1.78M	Hold	46,008	–	–	0.34%	60
2023 Q3	$1.82M	Hold	46,008	–	–	0.39%	54
2023 Q2	$1.46M	Buy	+46,008	New	+$1.3M	0.32%	61

Other funds holding SM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Aristeia Capital Greenwich, Connecticut $7.69B AUM 15.48% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sendero Wealth Management's SM Position: Q2 2026 in Review

Sendero Wealth Management reduced its SM Energy (SM) stake by 0.41% in Q2 2026, selling an estimated $5.74K and leaving 46,008 shares worth $1.2M. The position accounts for 0.12% of the portfolio, ranked #113.

Sendero Wealth Management first reported a position in SM in Q2 2023 and has held it in 13 quarters since. The position peaked at $2.29M in Q1 2024. 499 funds tracked by Wall St. Rank hold SM as of Q2 2026.

Sendero Wealth Management held 46,008 shares of SM Energy worth $1.2M as of Q2 2026.
Sendero Wealth Management sold 191 SM Energy shares in Q2 2026, an estimated $5.74K.
SM Energy made up 0.12% of Sendero Wealth Management's portfolio in Q2 2026, its #113 holding.
Sendero Wealth Management first reported a position in SM Energy in Q2 2023 and has held it in 13 quarters since.
Sendero Wealth Management's SM Energy position peaked at $2.29M in Q1 2024.
499 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.

Based on Sendero Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.