WMA
PR

Wealth Management Associates’s Permian Resources PR Stock Holding History

Wealth Management Associates’s Portfolio PR Stock Details PR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-75,725
Closed -$1.61M – 262
2026
Q1 		$1.61M Buy
+75,725
New +$1.31M 0.56% 42

Other funds holding PR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
POEH
Post Oak Energy Holdings Houston, Texas $388M AUM 35.17% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wealth Management Associates's PR Position: Q2 2026 in Review

Wealth Management Associates sold out of Permian Resources (PR) in Q2 2026, closing a stake of 75,725 shares — an estimated $1.61M sold.

Wealth Management Associates first reported a position in PR in Q1 2026 and held it in 1 quarter. The position peaked at $1.61M in Q1 2026. 618 funds tracked by Wall St. Rank hold PR as of Q2 2026.

  • Wealth Management Associates reported no remaining Permian Resources position as of Q2 2026 after selling out during the quarter.
  • Wealth Management Associates sold 75,725 Permian Resources shares in Q2 2026, an estimated $1.61M.
  • Wealth Management Associates first reported a position in Permian Resources in Q1 2026 and held it in 1 quarter.
  • Wealth Management Associates's Permian Resources position peaked at $1.61M in Q1 2026.
  • 618 funds tracked by Wall St. Rank held Permian Resources as of Q2 2026.

Based on Wealth Management Associates's 13F filing for Q2 2026, filed 21 Jul 2026.