Universal-Beteiligungs- und Servicegesellschaft
NJR icon

Universal-Beteiligungs- und Servicegesellschaft’s New Jersey Resources NJR Stock Holding History

Universal-Beteiligungs- und Servicegesellschaft’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
2026
Q2 		$1.83M Sell
32,736
-2,793
-8% -$156K ﹤0.01% 1342
2026
Q1 		$1.95M Sell
35,529
-578
-2% -$29.9K ﹤0.01% 1254
2025
Q4 		$1.67M Sell
36,107
-2,183
-6% -$101K ﹤0.01% 1323
2025
Q3 		$1.84M Buy
38,290
+4,430
+13% +$206K ﹤0.01% 1334
2025
Q2 		$1.52M Buy
33,860
+282
+0.8% +$13.2K ﹤0.01% 1361
2025
Q1 		$1.65M Buy
+33,578
New +$1.59M ﹤0.01% 1284

Other funds holding NJR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Universal-Beteiligungs- und Servicegesellschaft's NJR Position: Q2 2026 in Review

Universal-Beteiligungs- und Servicegesellschaft reduced its New Jersey Resources (NJR) stake by 7.9% in Q2 2026, selling an estimated $156K and leaving 32,736 shares worth $1.83M. The position accounts for ﹤0.01% of the portfolio, ranked #1342.

Universal-Beteiligungs- und Servicegesellschaft first reported a position in NJR in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.95M in Q1 2026. 459 funds tracked by Wall St. Rank hold NJR as of Q2 2026.

  • Universal-Beteiligungs- und Servicegesellschaft held 32,736 shares of New Jersey Resources worth $1.83M as of Q2 2026.
  • Universal-Beteiligungs- und Servicegesellschaft sold 2,793 New Jersey Resources shares in Q2 2026, an estimated $156K.
  • New Jersey Resources made up ﹤0.01% of Universal-Beteiligungs- und Servicegesellschaft's portfolio in Q2 2026, its #1342 holding.
  • Universal-Beteiligungs- und Servicegesellschaft first reported a position in New Jersey Resources in Q1 2025 and has held it in 6 quarters since.
  • Universal-Beteiligungs- und Servicegesellschaft's New Jersey Resources position peaked at $1.95M in Q1 2026.
  • 459 funds tracked by Wall St. Rank held New Jersey Resources as of Q2 2026.

Based on Universal-Beteiligungs- und Servicegesellschaft's 13F filing for Q2 2026, filed 6 Aug 2026.