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 Q2	$257K	Buy	4,789 +111	+2%	+$7.03K	0.01%	559
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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

EIM

Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Aprio Wealth Management's SU Position: Q2 2026 in Review

Aprio Wealth Management increased its Suncor Energy (SU) stake by 2.4% in Q2 2026, buying an estimated $7.03K and bringing the position to 4,789 shares worth $257K. The position accounts for 0.01% of the portfolio, ranked #559.

Aprio Wealth Management first reported a position in SU in Q3 2024 and has held it in 4 quarters since. The position peaked at $309K in Q1 2026. 755 funds tracked by Wall St. Rank hold SU as of Q2 2026.

Aprio Wealth Management held 4,789 shares of Suncor Energy worth $257K as of Q2 2026.
Aprio Wealth Management bought 111 Suncor Energy shares in Q2 2026, an estimated $7.03K.
Suncor Energy made up 0.01% of Aprio Wealth Management's portfolio in Q2 2026, its #559 holding.
Aprio Wealth Management first reported a position in Suncor Energy in Q3 2024 and has held it in 4 quarters since.
Aprio Wealth Management's Suncor Energy position peaked at $309K in Q1 2026.
755 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.