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Aprio Wealth Management’s Suncor Energy SU Stock Holding History

Aprio Wealth Management’s Portfolio SU Stock Details SU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$309K Buy
+4,678
New +$259K 0.02% 475
2025
Q1 		– Sell
-5,942
Closed -$212K – 384
2024
Q4 		$212K Buy
5,942
+126
+2% +$4.85K 0.03% 291
2024
Q3 		$215K Buy
+5,816
New +$225K 0.03% 258

Other funds holding SU

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Aprio Wealth Management's SU Position: Q1 2026 in Review

Aprio Wealth Management opened a new position in Suncor Energy (SU) in Q1 2026: 4,678 shares worth $309K. The stake represents 0.02% of the portfolio and ranks #475 among its holdings. This is a return to the name: Aprio Wealth Management previously reported a position in SU as recently as Q4 2024.

Aprio Wealth Management first reported a position in SU in Q3 2024 and has held it in 3 quarters since. 748 funds tracked by Wall St. Rank hold SU as of Q1 2026.

  • Aprio Wealth Management held 4,678 shares of Suncor Energy worth $309K as of Q1 2026.
  • Suncor Energy was a new Aprio Wealth Management position in Q1 2026.
  • Suncor Energy made up 0.02% of Aprio Wealth Management's portfolio in Q1 2026, its #475 holding.
  • Aprio Wealth Management first reported a position in Suncor Energy in Q3 2024 and has held it in 3 quarters since.
  • 748 funds tracked by Wall St. Rank held Suncor Energy as of Q1 2026.

Based on Aprio Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.