Universal-Beteiligungs- und Servicegesellschaft
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Universal-Beteiligungs- und Servicegesellschaft’s SM Energy SM Stock Holding History

Universal-Beteiligungs- und Servicegesellschaft’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
2026
Q2 		$14.8M Buy
568,301
+32,768
+6% +$984K 0.02% 509
2026
Q1 		$16.7M Buy
535,533
+172,792
+48% +$3.94M 0.03% 444
2025
Q4 		$6.8M Buy
362,741
+107,975
+42% +$2.19M 0.01% 754
2025
Q3 		$6.36M Buy
254,766
+146,444
+135% +$3.95M 0.01% 766
2025
Q2 		$2.68M Buy
108,322
+32,199
+42% +$780K ﹤0.01% 1080
2025
Q1 		$2.28M Buy
+76,123
New +$2.73M ﹤0.01% 1132

Other funds holding SM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM
GRA
Goehring & Rozencwajg Associates New York $1.74B AUM 48.6% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

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

Universal-Beteiligungs- und Servicegesellschaft increased its SM Energy (SM) stake by 6.1% in Q2 2026, buying an estimated $984K and bringing the position to 568,301 shares worth $14.8M. The position accounts for 0.02% of the portfolio, ranked #509.

Universal-Beteiligungs- und Servicegesellschaft first reported a position in SM in Q1 2025 and has held it in 6 quarters since. The position peaked at $16.7M in Q1 2026. 248 funds tracked by Wall St. Rank hold SM as of Q2 2026.

  • Universal-Beteiligungs- und Servicegesellschaft held 568,301 shares of SM Energy worth $14.8M as of Q2 2026.
  • Universal-Beteiligungs- und Servicegesellschaft bought 32,768 SM Energy shares in Q2 2026, an estimated $984K.
  • SM Energy made up 0.02% of Universal-Beteiligungs- und Servicegesellschaft's portfolio in Q2 2026, its #509 holding.
  • Universal-Beteiligungs- und Servicegesellschaft first reported a position in SM Energy in Q1 2025 and has held it in 6 quarters since.
  • Universal-Beteiligungs- und Servicegesellschaft's SM Energy position peaked at $16.7M in Q1 2026.
  • 248 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.

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