UBS Group’s SM Energy SM Stock Holding History

UBS Group’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
2019 Q1	–	Sell	-74,900	Closed	-$1.16M	–	8124
2018 Q4	$1.16M	Sell	74,900 -13,200	-15%	-$305K	﹤0.01%	3535
2018 Q3	$2.78M	Sell	88,100 -9,100	-9%	-$261K	﹤0.01%	2902
2018 Q2	$2.5M	Sell	97,200 -25,500	-21%	-$596K	﹤0.01%	2968
2018 Q1	$2.21M	Sell	122,700 -28,300	-19%	-$612K	﹤0.01%	3049
2017 Q4	$3.33M	Sell	151,000 -2,000	-1%	-$40.4K	﹤0.01%	2740
2017 Q3	$2.71M	Sell	153,000 -3,900	-2%	-$61K	﹤0.01%	2827
2017 Q2	$2.59M	Sell	156,900 -99,200	-39%	-$1.97M	﹤0.01%	2763
2017 Q1	$6.15M	Buy	256,100 +200,500	+361%	+$5.55M	﹤0.01%	1912
2016 Q4	$1.92M	Buy	+55,600	New	+$2.01M	﹤0.01%	2949
2016 Q1	–	Sell	-87,500	Closed	-$1.72M	–	8114
2015 Q4	$1.72M	Hold	87,500	–	–	﹤0.01%	2937
2015 Q3	$2.8M	Hold	87,500	–	–	﹤0.01%	2447
2015 Q2	$4.04M	Buy	87,500 +87,300	+43,650%	+$4.61M	﹤0.01%	2300
2015 Q1	$10K	Sell	200 -1,600	-89%	-$69.4K	﹤0.01%	7641
2014 Q4	$69K	Buy	+1,800	New	+$90.2K	﹤0.01%	6084

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

UBS Group's SM Position: Q2 2026 in Review

UBS Group reduced its SM Energy (SM) stake by 59% in Q2 2026, selling an estimated $37.1M and leaving 844,527 shares worth $22M. The position accounts for ﹤0.01% of the portfolio, ranked #2582.

UBS Group first reported a position in SM in Q4 2014 and has held it in 47 quarters since. The position peaked at $64.8M in Q1 2026. 498 funds tracked by Wall St. Rank hold SM as of Q2 2026.

UBS Group held 844,527 shares of SM Energy worth $22M as of Q2 2026.
UBS Group sold 1,235,321 SM Energy shares in Q2 2026, an estimated $37.1M.
SM Energy made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #2582 holding.
UBS Group first reported a position in SM Energy in Q4 2014 and has held it in 47 quarters since.
UBS Group's SM Energy position peaked at $64.8M in Q1 2026.
498 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.

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