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United Asset Strategies’s New Jersey Resources NJR Stock Holding History

United Asset Strategies’s Portfolio NJR Stock Details NJR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-4,872
Closed -$239K – 246
2025
Q1 		$239K Hold
4,872
– – 0.02% 224
2024
Q4 		$227K Buy
+4,872
New +$231K 0.02% 223

Other funds holding NJR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

United Asset Strategies's NJR Position: Q2 2025 in Review

United Asset Strategies sold out of New Jersey Resources (NJR) in Q2 2025, closing a stake of 4,872 shares — an estimated $239K sold.

United Asset Strategies first reported a position in NJR in Q4 2024 and held it in 2 quarters. The position peaked at $239K in Q1 2025. 396 funds tracked by Wall St. Rank hold NJR as of Q2 2025.

  • United Asset Strategies reported no remaining New Jersey Resources position as of Q2 2025 after selling out during the quarter.
  • United Asset Strategies sold 4,872 New Jersey Resources shares in Q2 2025, an estimated $239K.
  • United Asset Strategies first reported a position in New Jersey Resources in Q4 2024 and held it in 2 quarters.
  • United Asset Strategies's New Jersey Resources position peaked at $239K in Q1 2025.
  • 396 funds tracked by Wall St. Rank held New Jersey Resources as of Q2 2025.

Based on United Asset Strategies's 13F filing for Q2 2025, filed 8 Aug 2025.