UBS Group’s Chord Energy CHRD Stock Holding History

UBS Group’s Portfolio CHRD Stock Details CHRD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	–	Sell	-50,000	Closed	-$456K	–	7856
2017 Q3	$456K	Buy	+50,000	New	+$392K	﹤0.01%	4279
2017 Q1	–	Sell	-17,500	Closed	-$265K	–	7667
2016 Q4	$265K	Hold	17,500	–	–	﹤0.01%	4589
2016 Q3	$201K	Hold	17,500	–	–	﹤0.01%	4545
2016 Q2	$163K	Hold	17,500	–	–	﹤0.01%	4678
2016 Q1	$127K	Sell	17,500 -200	-1%	-$1.19K	﹤0.01%	4798
2015 Q4	$130K	Hold	17,700	–	–	﹤0.01%	5008
2015 Q3	$154K	Sell	17,700 -1,700	-9%	-$17.8K	﹤0.01%	4848
2015 Q2	$307K	Sell	19,400 -137,600	-88%	-$2.32M	﹤0.01%	4500
2015 Q1	$2.23M	Sell	157,000 -126,900	-45%	-$1.86M	﹤0.01%	2830
2014 Q4	$4.7M	Buy	+283,900	New	+$7.04M	﹤0.01%	2144

Other funds holding CHRD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

UBS Group's CHRD Position: Q1 2026 in Review

UBS Group increased its Chord Energy (CHRD) stake by 74% in Q1 2026, buying an estimated $51.8M and bringing the position to 1,119,274 shares worth $159M. The position accounts for 0.02% of the portfolio, ranked #733.

UBS Group first reported a position in CHRD in Q4 2014 and has held it in 46 quarters since. 493 funds tracked by Wall St. Rank hold CHRD as of Q1 2026.

UBS Group held 1,119,274 shares of Chord Energy worth $159M as of Q1 2026.
UBS Group bought 474,793 Chord Energy shares in Q1 2026, an estimated $51.8M.
Chord Energy made up 0.02% of UBS Group's portfolio in Q1 2026, its #733 holding.
UBS Group first reported a position in Chord Energy in Q4 2014 and has held it in 46 quarters since.
493 funds tracked by Wall St. Rank held Chord Energy as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.