Ameriprise
SUN icon

Ameriprise’s Sunoco SUN Stock Holding History

Ameriprise’s Portfolio SUN Stock Details SUN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.25M Sell
34,610
-6,720
-16% -$408K ﹤0.01% 2896
2025
Q4 		$2.17M Buy
41,330
+182
+0.4% +$9.62K ﹤0.01% 2952
2025
Q3 		$2.06M Buy
41,148
+3,660
+10% +$190K ﹤0.01% 2990
2025
Q2 		$2M Buy
37,488
+2,810
+8% +$155K ﹤0.01% 2954
2025
Q1 		$2.01M Buy
34,678
+665
+2% +$37.6K ﹤0.01% 2897
2024
Q4 		$1.75M Buy
34,013
+8,854
+35% +$468K ﹤0.01% 2998
2024
Q3 		$1.35M Buy
25,159
+471
+2% +$25.6K ﹤0.01% 3092
2024
Q2 		$1.4M Buy
24,688
+7,573
+44% +$413K ﹤0.01% 3018
2024
Q1 		$1.03M Buy
17,115
+2,701
+19% +$163K ﹤0.01% 3150
2023
Q4 		$864K Buy
14,414
+376
+3% +$20K ﹤0.01% 3247
2023
Q3 		$687K Buy
14,038
+2,498
+22% +$113K ﹤0.01% 3296
2023
Q2 		$503K Sell
11,540
-227
-2% -$10K ﹤0.01% 3438
2023
Q1 		$516K Buy
11,767
+110
+0.9% +$4.96K ﹤0.01% 3420
2022
Q4 		$503K Sell
11,657
-749
-6% -$31.6K ﹤0.01% 3407
2022
Q3 		$484K Buy
12,406
+386
+3% +$15.2K ﹤0.01% 3404
2022
Q2 		$448K Sell
12,020
-1,507
-11% -$61.3K ﹤0.01% 3430
2022
Q1 		$552K Sell
13,527
-1,636
-11% -$69.6K ﹤0.01% 3448
2021
Q4 		$619K Sell
15,163
-189
-1% -$7.5K ﹤0.01% 3441
2021
Q3 		$573K Sell
15,352
-751
-5% -$27.9K ﹤0.01% 3353
2021
Q2 		$607K Buy
16,103
+1,722
+12% +$61.1K ﹤0.01% 3388
2021
Q1 		$458K Sell
14,381
-1,424
-9% -$44.5K ﹤0.01% 3443
2020
Q4 		$456K Sell
15,805
-1,508
-9% -$40.9K ﹤0.01% 3382
2020
Q3 		$422K Sell
17,313
-1,964
-10% -$49.5K ﹤0.01% 3301
2020
Q2 		$440K Sell
19,277
-3,841
-17% -$89.3K ﹤0.01% 3240
2020
Q1 		$362K Buy
23,118
+5,432
+31% +$146K ﹤0.01% 3240
2019
Q4 		$542K Sell
17,686
-627
-3% -$19.8K ﹤0.01% 3308
2019
Q3 		$576K Sell
18,313
-15,214
-45% -$485K ﹤0.01% 3256
2019
Q2 		$1.05M Sell
33,527
-185
-0.5% -$5.68K ﹤0.01% 3047
2019
Q1 		$1.05M Buy
33,712
+21,945
+186% +$654K ﹤0.01% 3023
2018
Q4 		$320K Sell
11,767
-8
-0.1% -$223 ﹤0.01% 3334
2018
Q3 		$348K Buy
11,775
+1,948
+20% +$52.5K ﹤0.01% 3405
2018
Q2 		$245K Sell
9,827
-300
-3% -$7.96K ﹤0.01% 3428
2018
Q1 		$258K Buy
10,127
+2,435
+32% +$71.8K ﹤0.01% 3404
2017
Q4 		$218K Sell
7,692
-3,089
-29% -$93.1K ﹤0.01% 3448
2017
Q3 		$335K Buy
+10,781
New +$336K ﹤0.01% 3359
2017
Q1 		– Sell
-21,594
Closed -$581K – 3673
2016
Q4 		$581K Buy
21,594
+3,438
+19% +$89.5K ﹤0.01% 3221
2016
Q3 		$527K Sell
18,156
-525,081
-97% -$15.8M ﹤0.01% 3177
2016
Q2 		$16.3M Sell
543,237
-26,832
-5% -$878K 0.01% 1036
2016
Q1 		$18.9M Buy
570,069
+77,799
+16% +$2.48M 0.01% 931
2015
Q4 		$19.5M Buy
492,270
+98,274
+25% +$3.54M 0.01% 933
2015
Q3 		$13.3M Buy
+393,996
New +$15.1M 0.01% 1228

Other funds holding SUN

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
CLG
Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RIA
Recurrent Investment Advisors Houston, Texas $1.66B AUM 38.27% 1-Year Est. Return

Ameriprise's SUN Position: Q1 2026 in Review

Ameriprise reduced its Sunoco (SUN) stake by 16% in Q1 2026, selling an estimated $408K and leaving 34,610 shares worth $2.25M. The position accounts for ﹤0.01% of the portfolio, ranked #2896.

Ameriprise first reported a position in SUN in Q3 2015 and has held it in 41 quarters since. The position peaked at $19.5M in Q4 2015. 294 funds tracked by Wall St. Rank hold SUN as of Q1 2026.

  • Ameriprise held 34,610 shares of Sunoco worth $2.25M as of Q1 2026.
  • Ameriprise sold 6,720 Sunoco shares in Q1 2026, an estimated $408K.
  • Sunoco made up ﹤0.01% of Ameriprise's portfolio in Q1 2026, its #2896 holding.
  • Ameriprise first reported a position in Sunoco in Q3 2015 and has held it in 41 quarters since.
  • Ameriprise's Sunoco position peaked at $19.5M in Q4 2015.
  • 294 funds tracked by Wall St. Rank held Sunoco as of Q1 2026.

Based on Ameriprise's 13F filing for Q1 2026, filed 15 May 2026.