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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
2026
Q2 		$979K Buy
+37,515
New +$1.13M 0.01% 806
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
AC
Aristeia Capital Greenwich, Connecticut $7.69B AUM 15.48% 1-Year Est. Return
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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vise Technologies's SM Position: Q2 2026 in Review

Vise Technologies opened a new position in SM Energy (SM) in Q2 2026: 37,515 shares worth $979K. The stake represents 0.01% of the portfolio and ranks #806 among its holdings. This is a return to the name: Vise Technologies previously reported a position in SM as recently as Q3 2025.

Vise Technologies first reported a position in SM in Q3 2023 and has held it in 5 quarters since. 499 funds tracked by Wall St. Rank hold SM as of Q2 2026.

  • Vise Technologies held 37,515 shares of SM Energy worth $979K as of Q2 2026.
  • SM Energy was a new Vise Technologies position in Q2 2026.
  • SM Energy made up 0.01% of Vise Technologies's portfolio in Q2 2026, its #806 holding.
  • Vise Technologies first reported a position in SM Energy in Q3 2023 and has held it in 5 quarters since.
  • 499 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.

Based on Vise Technologies's 13F filing for Q2 2026, filed 11 Aug 2026.