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Arax Advisory Partners’s Suncor Energy SU Stock Holding History

Arax Advisory Partners’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 		$434K Sell
6,559
-3,625
-36% -$200K 0.01% 702
2025
Q4 		$452K Sell
10,184
-5,868
-37% -$248K 0.01% 635
2025
Q3 		$671K Buy
16,052
+14,428
+888% +$579K 0.01% 790
2025
Q2 		$262K Buy
1,624
+1,110
+216% +$40.1K 0.01% 567
2025
Q1 		$19.9K Sell
514
-165
-24% -$6.3K ﹤0.01% 1307
2024
Q4 		$24.2K Buy
679
+298
+78% +$11.5K ﹤0.01% 1139
2024
Q3 		$14.1K Buy
381
+83
+28% +$3.21K ﹤0.01% 1246
2024
Q2 		$11.3K Sell
298
-1,075
-78% -$41.5K ﹤0.01% 1210
2024
Q1 		$50.7K Sell
1,373
-144
-9% -$4.84K 0.01% 495
2023
Q4 		$48.6K Buy
1,517
+36
+2% +$1.18K 0.01% 480
2023
Q3 		$50.9K Buy
1,481
+115
+8% +$3.69K 0.01% 462
2023
Q2 		$40.1K Sell
1,366
-63
-4% -$1.88K 0.01% 487
2023
Q1 		$44.4K Buy
1,429
+1,244
+672% +$40.5K 0.01% 478
2022
Q4 		$5.87K Sell
185
-32
-15% -$1.05K ﹤0.01% 750
2022
Q3 		$6K Sell
217
-7
-3% -$221 ﹤0.01% 765
2022
Q2 		$8K Buy
224
+61
+37% +$2.22K ﹤0.01% 690
2022
Q1 		$5K Buy
163
+101
+163% +$3K ﹤0.01% 792
2021
Q4 		$2K Buy
+62
New +$1.51K ﹤0.01% 931

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

Arax Advisory Partners's SU Position: Q1 2026 in Review

Arax Advisory Partners reduced its Suncor Energy (SU) stake by 36% in Q1 2026, selling an estimated $200K and leaving 6,559 shares worth $434K. The position accounts for 0.01% of the portfolio, ranked #702.

Arax Advisory Partners first reported a position in SU in Q4 2021 and has held it in 18 quarters since. The position peaked at $671K in Q3 2025. 748 funds tracked by Wall St. Rank hold SU as of Q1 2026.

  • Arax Advisory Partners held 6,559 shares of Suncor Energy worth $434K as of Q1 2026.
  • Arax Advisory Partners sold 3,625 Suncor Energy shares in Q1 2026, an estimated $200K.
  • Suncor Energy made up 0.01% of Arax Advisory Partners's portfolio in Q1 2026, its #702 holding.
  • Arax Advisory Partners first reported a position in Suncor Energy in Q4 2021 and has held it in 18 quarters since.
  • Arax Advisory Partners's Suncor Energy position peaked at $671K in Q3 2025.
  • 748 funds tracked by Wall St. Rank held Suncor Energy as of Q1 2026.

Based on Arax Advisory Partners's 13F filing for Q1 2026, filed 13 May 2026.