UBS AM
CRGY icon

UBS AM’s Crescent Energy CRGY Stock Holding History

UBS AM’s Portfolio CRGY Stock Details CRGY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.89M Buy
498,398
+1,090
+0.2% +$13.3K ﹤0.01% 1620
2026
Q1 		$6.71M Buy
497,308
+210,913
+74% +$2.21M ﹤0.01% 1417
2025
Q4 		$2.4M Buy
286,395
+63,099
+28% +$554K ﹤0.01% 1817
2025
Q3 		$1.99M Sell
223,296
-237,779
-52% -$2.16M ﹤0.01% 1750
2025
Q2 		$3.97M Buy
461,075
+216,619
+89% +$1.9M ﹤0.01% 1818
2025
Q1 		$2.75M Buy
244,456
+59,199
+32% +$816K ﹤0.01% 1848
2024
Q4 		$2.71M Buy
185,257
+12,944
+8% +$176K ﹤0.01% 1895
2024
Q3 		$1.89M Buy
172,313
+27,279
+19% +$312K ﹤0.01% 2065
2024
Q2 		$1.72M Buy
145,034
+65,454
+82% +$770K ﹤0.01% 2077
2024
Q1 		$947K Buy
79,580
+9,059
+13% +$102K ﹤0.01% 2037
2023
Q4 		$932K Hold
70,521
– – ﹤0.01% 2062
2023
Q3 		$891K Buy
70,521
+16,941
+32% +$207K ﹤0.01% 2016
2023
Q2 		$606K Hold
53,580
– – ﹤0.01% 2242
2023
Q1 		$606K Hold
53,580
– – ﹤0.01% 2242
2022
Q4 		$642K Buy
53,580
+17,119
+47% +$236K ﹤0.01% 2070
2022
Q3 		$491K Sell
36,461
-2,636
-7% -$38.6K ﹤0.01% 2352
2022
Q2 		$488K Buy
+39,097
New +$652K ﹤0.01% 2326

Other funds holding CRGY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
KKRC
Kohlberg Kravis Roberts & Co New York $5.71B AUM 72.37% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

UBS AM's CRGY Position: Q2 2026 in Review

UBS AM increased its Crescent Energy (CRGY) stake by 0.22% in Q2 2026, buying an estimated $13.3K and bringing the position to 498,398 shares worth $4.89M. The position accounts for ﹤0.01% of the portfolio, ranked #1620.

UBS AM first reported a position in CRGY in Q2 2022 and has held it in 17 quarters since. The position peaked at $6.71M in Q1 2026. 361 funds tracked by Wall St. Rank hold CRGY as of Q2 2026.

  • UBS AM held 498,398 shares of Crescent Energy worth $4.89M as of Q2 2026.
  • UBS AM bought 1,090 Crescent Energy shares in Q2 2026, an estimated $13.3K.
  • Crescent Energy made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #1620 holding.
  • UBS AM first reported a position in Crescent Energy in Q2 2022 and has held it in 17 quarters since.
  • UBS AM's Crescent Energy position peaked at $6.71M in Q1 2026.
  • 361 funds tracked by Wall St. Rank held Crescent Energy as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.