Argonautica Private Wealth Management’s Sun Communities SUI Stock Holding History

Argonautica Private Wealth Management’s Portfolio SUI Stock Details SUI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$550K	Buy	4,590 +136	+3%	+$17K	0.13%	123
2026 Q1	$561K	Buy	+4,454	New	+$576K	0.17%	116
2025 Q1	–	Sell	-2,901	Closed	-$357K	–	206
2024 Q4	$357K	Buy	2,901 +126	+5%	+$16.1K	0.12%	145
2024 Q3	$375K	Buy	2,775 +11	+0.4%	+$1.45K	0.12%	139
2024 Q2	$333K	Buy	2,764 +243	+10%	+$28.9K	0.11%	146
2024 Q1	$324K	Sell	2,521 -217	-8%	-$28.2K	0.12%	150
2023 Q4	$366K	Buy	2,738 +4	+0.1%	+$482	0.15%	135
2023 Q3	$324K	Buy	2,734 +63	+2%	+$8K	0.15%	132
2023 Q2	$348K	Buy	2,671 +67	+3%	+$8.96K	0.16%	119
2023 Q1	$367K	Sell	2,604 -296	-10%	-$43.3K	0.18%	101
2022 Q4	$415K	Buy	+2,900	New	+$396K	0.21%	90

Other funds holding SUI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Norges Bank Oslo, Norway $1T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Argonautica Private Wealth Management's SUI Position: Q2 2026 in Review

Argonautica Private Wealth Management increased its Sun Communities (SUI) stake by 3.1% in Q2 2026, buying an estimated $17K and bringing the position to 4,590 shares worth $550K. The position accounts for 0.13% of the portfolio, ranked #123.

Argonautica Private Wealth Management first reported a position in SUI in Q4 2022 and has held it in 11 quarters since. The position peaked at $561K in Q1 2026. 531 funds tracked by Wall St. Rank hold SUI as of Q2 2026.

Argonautica Private Wealth Management held 4,590 shares of Sun Communities worth $550K as of Q2 2026.
Argonautica Private Wealth Management bought 136 Sun Communities shares in Q2 2026, an estimated $17K.
Sun Communities made up 0.13% of Argonautica Private Wealth Management's portfolio in Q2 2026, its #123 holding.
Argonautica Private Wealth Management first reported a position in Sun Communities in Q4 2022 and has held it in 11 quarters since.
Argonautica Private Wealth Management's Sun Communities position peaked at $561K in Q1 2026.
531 funds tracked by Wall St. Rank held Sun Communities as of Q2 2026.

Based on Argonautica Private Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.