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True Wealth Design’s SM Energy SM Stock Holding History

True Wealth Design’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 		$3.11K Sell
119
-162
-58% -$4.87K ﹤0.01% 1527
2026
Q1 		$8.76K Buy
281
+248
+752% +$5.66K ﹤0.01% 1015
2025
Q4 		$620 Sell
33
-47
-59% -$952 ﹤0.01% 1884
2025
Q3 		$2K Buy
80
+33
+70% +$890 ﹤0.01% 1459
2025
Q2 		$1.16K Buy
47
+44
+1,467% +$1.06K ﹤0.01% 1409
2025
Q1 		$90 Buy
+3
New +$108 ﹤0.01% 2230

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 $3.37T 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

True Wealth Design's SM Position: Q2 2026 in Review

True Wealth Design reduced its SM Energy (SM) stake by 58% in Q2 2026, selling an estimated $4.87K and leaving 119 shares worth $3.11K. The position accounts for ﹤0.01% of the portfolio, ranked #1527.

True Wealth Design first reported a position in SM in Q1 2025 and has held it in 6 quarters since. The position peaked at $8.76K in Q1 2026. 498 funds tracked by Wall St. Rank hold SM as of Q2 2026.

  • True Wealth Design held 119 shares of SM Energy worth $3.11K as of Q2 2026.
  • True Wealth Design sold 162 SM Energy shares in Q2 2026, an estimated $4.87K.
  • SM Energy made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1527 holding.
  • True Wealth Design first reported a position in SM Energy in Q1 2025 and has held it in 6 quarters since.
  • True Wealth Design's SM Energy position peaked at $8.76K in Q1 2026.
  • 498 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.