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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
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

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Argonautica Private Wealth Management's SUI Position: Q1 2026 in Review

Argonautica Private Wealth Management opened a new position in Sun Communities (SUI) in Q1 2026: 4,454 shares worth $561K. The stake represents 0.17% of the portfolio and ranks #116 among its holdings. This is a return to the name: Argonautica Private Wealth Management previously reported a position in SUI as recently as Q4 2024.

Argonautica Private Wealth Management first reported a position in SUI in Q4 2022 and has held it in 10 quarters since. 512 funds tracked by Wall St. Rank hold SUI as of Q1 2026.

  • Argonautica Private Wealth Management held 4,454 shares of Sun Communities worth $561K as of Q1 2026.
  • Sun Communities was a new Argonautica Private Wealth Management position in Q1 2026.
  • Sun Communities made up 0.17% of Argonautica Private Wealth Management's portfolio in Q1 2026, its #116 holding.
  • Argonautica Private Wealth Management first reported a position in Sun Communities in Q4 2022 and has held it in 10 quarters since.
  • 512 funds tracked by Wall St. Rank held Sun Communities as of Q1 2026.

Based on Argonautica Private Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.