Atria Investments’s Imperial Oil IMO Stock Holding History

Atria Investments’s Portfolio IMO Stock Details IMO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.04M	Sell	9,321 -69	-0.7%	-$8.64K	0.01%	1088
2026 Q1	$1.23M	Buy	9,390 +178	+2%	+$20K	0.01%	947
2025 Q4	$795K	Buy	9,212 +1,571	+21%	+$143K	0.01%	1187
2025 Q3	$693K	Buy	7,641 +1,655	+28%	+$143K	0.01%	1241
2025 Q2	$476K	Buy	5,986 +1,545	+35%	+$110K	0.01%	1451
2025 Q1	$321K	Buy	4,441 +300	+7%	+$20.6K	﹤0.01%	1582
2024 Q4	$255K	Buy	4,141 +909	+28%	+$65.9K	﹤0.01%	1674
2024 Q3	$228K	Buy	+3,232	New	+$229K	﹤0.01%	1764

Other funds holding IMO

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

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Atria Investments's IMO Position: Q2 2026 in Review

Atria Investments reduced its Imperial Oil (IMO) stake by 0.73% in Q2 2026, selling an estimated $8.64K and leaving 9,321 shares worth $1.04M. The position accounts for 0.01% of the portfolio, ranked #1088.

Atria Investments first reported a position in IMO in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.23M in Q1 2026. 413 funds tracked by Wall St. Rank hold IMO as of Q2 2026.

Atria Investments held 9,321 shares of Imperial Oil worth $1.04M as of Q2 2026.
Atria Investments sold 69 Imperial Oil shares in Q2 2026, an estimated $8.64K.
Imperial Oil made up 0.01% of Atria Investments's portfolio in Q2 2026, its #1088 holding.
Atria Investments first reported a position in Imperial Oil in Q3 2024 and has held it in 8 quarters since.
Atria Investments's Imperial Oil position peaked at $1.23M in Q1 2026.
413 funds tracked by Wall St. Rank held Imperial Oil as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.