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Vise Technologies’s SM Energy SM Stock Holding History

Vise Technologies’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
2025
Q4 		– Sell
-8,717
Closed -$218K – 1521
2025
Q3 		$218K Buy
8,717
+115
+1% +$3.1K 0.01% 1082
2025
Q2 		$213K Buy
+8,602
New +$208K 0.01% 977
2024
Q2 		– Sell
-4,740
Closed -$236K – 441
2024
Q1 		$236K Buy
+4,740
New +$194K 0.05% 332
2023
Q4 		– Sell
-6,013
Closed -$238K – 364
2023
Q3 		$238K Buy
+6,013
New +$228K 0.06% 287

Other funds holding SM

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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

Vise Technologies's SM Position: Q4 2025 in Review

Vise Technologies sold out of SM Energy (SM) in Q4 2025, closing a stake of 8,717 shares — an estimated $218K sold.

Vise Technologies first reported a position in SM in Q3 2023 and held it in 4 quarters. The position peaked at $238K in Q3 2023. 344 funds tracked by Wall St. Rank hold SM as of Q4 2025.

  • Vise Technologies reported no remaining SM Energy position as of Q4 2025 after selling out during the quarter.
  • Vise Technologies sold 8,717 SM Energy shares in Q4 2025, an estimated $218K.
  • Vise Technologies first reported a position in SM Energy in Q3 2023 and held it in 4 quarters.
  • Vise Technologies's SM Energy position peaked at $238K in Q3 2023.
  • 344 funds tracked by Wall St. Rank held SM Energy as of Q4 2025.

Based on Vise Technologies's 13F filing for Q4 2025, filed 11 Feb 2026.