UBS AM’s New Jersey Resources NJR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $17.3M | Buy |
308,305
+5,341
| +2% | +$299K | ﹤0.01% | 995 |
|
|
2026
Q1 | $16.6M | Buy |
302,964
+47,880
| +19% | +$2.47M | ﹤0.01% | 956 |
|
|
2025
Q4 | $11.8M | Sell |
255,084
-3,997
| -2% | -$185K | ﹤0.01% | 1052 |
|
|
2025
Q3 | $12.5M | Sell |
259,081
-178,390
| -41% | -$8.31M | ﹤0.01% | 1000 |
|
|
2025
Q2 | $19.6M | Buy |
437,471
+117,358
| +37% | +$5.5M | ﹤0.01% | 1061 |
|
|
2025
Q1 | $15.7M | Buy |
320,113
+29,458
| +10% | +$1.4M | ﹤0.01% | 1058 |
|
|
2024
Q4 | $13.6M | Buy |
290,655
+19,461
| +7% | +$923K | ﹤0.01% | 1113 |
|
|
2024
Q3 | $12.8M | Sell |
271,194
-2,858
| -1% | -$130K | ﹤0.01% | 1129 |
|
|
2024
Q2 | $11.7M | Buy |
274,052
+92,964
| +51% | +$4.01M | ﹤0.01% | 1070 |
|
|
2024
Q1 | $7.77M | Buy |
181,088
+11,599
| +7% | +$489K | ﹤0.01% | 1093 |
|
|
2023
Q4 | $7.56M | Buy |
169,489
+1,486
| +0.9% | +$63.3K | ﹤0.01% | 1093 |
|
|
2023
Q3 | $6.83M | Buy |
168,003
+6,056
| +4% | +$265K | ﹤0.01% | 1100 |
|
|
2023
Q2 | $8.62M | Hold |
161,947
| – | – | ﹤0.01% | 1026 |
|
|
2023
Q1 | $8.62M | Buy |
161,947
+6,460
| +4% | +$329K | ﹤0.01% | 1026 |
|
|
2022
Q4 | $7.72M | Buy |
155,487
+8,457
| +6% | +$386K | ﹤0.01% | 1030 |
|
|
2022
Q3 | $5.69M | Sell |
147,030
-14,909
| -9% | -$665K | ﹤0.01% | 1156 |
|
|
2022
Q2 | $7.21M | Sell |
161,939
-2,000
| -1% | -$89.8K | ﹤0.01% | 1082 |
|
|
2022
Q1 | $7.52M | Buy |
163,939
+2,422
| +1% | +$101K | ﹤0.01% | 1180 |
|
|
2021
Q4 | $6.63M | Buy |
161,517
+5,454
| +3% | +$211K | ﹤0.01% | 1286 |
|
|
2021
Q3 | $5.43M | Sell |
156,063
-1,407
| -0.9% | -$53.2K | ﹤0.01% | 1318 |
|
|
2021
Q2 | $6.23M | Buy |
157,470
+4,503
| +3% | +$190K | ﹤0.01% | 1279 |
|
|
2021
Q1 | $6.1M | Buy |
152,967
+1,413
| +0.9% | +$53.9K | ﹤0.01% | 1263 |
|
|
2020
Q4 | $5.39M | Sell |
151,554
-2,822
| -2% | -$91.8K | ﹤0.01% | 1263 |
|
|
2020
Q3 | $4.17M | Buy |
154,376
+12,382
| +9% | +$377K | ﹤0.01% | 1225 |
|
|
2020
Q2 | $4.64M | Sell |
141,994
-155
| -0.1% | -$5.13K | ﹤0.01% | 1144 |
|
|
2020
Q1 | $4.83M | Buy |
142,149
+3,095
| +2% | +$121K | ﹤0.01% | 1059 |
|
|
2019
Q4 | $6.2M | Buy |
139,054
+704
| +0.5% | +$30.4K | ﹤0.01% | 1109 |
|
|
2019
Q3 | $6.26M | Buy |
138,350
+19,310
| +16% | +$905K | ﹤0.01% | 1119 |
|
|
2019
Q2 | $5.92M | Buy |
119,040
+11,196
| +10% | +$552K | ﹤0.01% | 1139 |
|
|
2019
Q1 | $5.37M | Buy |
107,844
+1,278
| +1% | +$60.8K | ﹤0.01% | 1123 |
|
|
2018
Q4 | $4.87M | Buy |
106,566
+4,172
| +4% | +$197K | ﹤0.01% | 1099 |
|
|
2018
Q3 | $4.72M | Buy |
102,394
+1,301
| +1% | +$60K | ﹤0.01% | 1155 |
|
|
2018
Q2 | $4.52M | Buy |
101,093
+1,694
| +2% | +$71.6K | ﹤0.01% | 1187 |
|
|
2018
Q1 | $3.99M | Buy |
99,399
+13,513
| +16% | +$526K | ﹤0.01% | 1210 |
|
|
2017
Q4 | $3.45M | Buy |
85,886
+5,151
| +6% | +$221K | ﹤0.01% | 1225 |
|
|
2017
Q3 | $3.4M | Buy |
80,735
+5,053
| +7% | +$214K | ﹤0.01% | 1218 |
|
|
2017
Q2 | $3M | Buy |
75,682
+3,714
| +5% | +$152K | ﹤0.01% | 1212 |
|
|
2017
Q1 | $2.85M | Buy |
71,968
+23,554
| +49% | +$889K | ﹤0.01% | 1198 |
|
|
2016
Q4 | $1.72M | Sell |
48,414
-24,518
| -34% | -$832K | ﹤0.01% | 1353 |
|
|
2016
Q3 | $2.4M | Buy |
72,932
+1,600
| +2% | +$56.6K | ﹤0.01% | 1309 |
|
|
2016
Q2 | $2.75M | Buy |
71,332
+747
| +1% | +$26.9K | ﹤0.01% | 1241 |
|
|
2016
Q1 | $2.57M | Sell |
70,585
-4,188
| -6% | -$145K | ﹤0.01% | 1257 |
|
|
2015
Q4 | $2.46M | Buy |
74,773
+1,905
| +3% | +$58.4K | ﹤0.01% | 1346 |
|
|
2015
Q3 | $2.19M | Buy |
72,868
+27,588
| +61% | +$784K | ﹤0.01% | 1383 |
|
|
2015
Q2 | $1.25M | Buy |
45,280
+3,400
| +8% | +$102K | ﹤0.01% | 1603 |
|
|
2015
Q1 | $1.3M | Buy |
41,880
+1,500
| +4% | +$47.1K | ﹤0.01% | 1532 |
|
|
2014
Q4 | $1.24M | Buy |
40,380
+1,400
| +4% | +$39.8K | ﹤0.01% | 1520 |
|
|
2014
Q3 | $985K | Hold |
38,980
| – | – | ﹤0.01% | 1572 |
|
|
2014
Q2 | $1.11M | Buy |
38,980
+1,382
| +4% | +$35.9K | ﹤0.01% | 1546 |
|
|
2014
Q1 | $936K | Buy |
37,598
+11,200
| +42% | +$257K | ﹤0.01% | 1593 |
|
|
2013
Q4 | $610K | Buy |
26,398
+200
| +0.8% | +$4.5K | ﹤0.01% | 1713 |
|
|
2013
Q3 | $577K | Hold |
26,198
| – | – | ﹤0.01% | 1708 |
|
|
2013
Q2 | $544K | Buy |
+26,198
| New | +$593K | ﹤0.01% | 1673 |
|
Other funds holding NJR
UBS AM's NJR Position: Q2 2026 in Review
UBS AM increased its New Jersey Resources (NJR) stake by 1.8% in Q2 2026, buying an estimated $299K and bringing the position to 308,305 shares worth $17.3M. The position accounts for ﹤0.01% of the portfolio, ranked #995.
UBS AM first reported a position in NJR in Q2 2013 and has held it in 53 quarters since. The position peaked at $19.6M in Q2 2025. 453 funds tracked by Wall St. Rank hold NJR as of Q2 2026.
- UBS AM held 308,305 shares of New Jersey Resources worth $17.3M as of Q2 2026.
- UBS AM bought 5,341 New Jersey Resources shares in Q2 2026, an estimated $299K.
- New Jersey Resources made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #995 holding.
- UBS AM first reported a position in New Jersey Resources in Q2 2013 and has held it in 53 quarters since.
- UBS AM's New Jersey Resources position peaked at $19.6M in Q2 2025.
- 453 funds tracked by Wall St. Rank held New Jersey Resources as of Q2 2026.
Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.