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Concurrent Investment Advisors’s Canadian Natural Resources CNQ Stock Holding History

Concurrent Investment Advisors’s Portfolio CNQ Stock Details CNQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$345K Sell
8,737
-3,075
-26% -$140K ﹤0.01% 1614
2026
Q1 		$576K Buy
11,812
+2,496
+27% +$103K 0.01% 1136
2025
Q4 		$315K Buy
+9,316
New +$302K ﹤0.01% 1366

Other funds holding CNQ

TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
MHI
Miller Howard Investments Kingston, New York $3.77B AUM 23.82% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Concurrent Investment Advisors's CNQ Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its Canadian Natural Resources (CNQ) stake by 26% in Q2 2026, selling an estimated $140K and leaving 8,737 shares worth $345K. The position accounts for ﹤0.01% of the portfolio, ranked #1614.

Concurrent Investment Advisors first reported a position in CNQ in Q4 2025 and has held it in 3 quarters since. The position peaked at $576K in Q1 2026. 290 funds tracked by Wall St. Rank hold CNQ as of Q2 2026.

  • Concurrent Investment Advisors held 8,737 shares of Canadian Natural Resources worth $345K as of Q2 2026.
  • Concurrent Investment Advisors sold 3,075 Canadian Natural Resources shares in Q2 2026, an estimated $140K.
  • Canadian Natural Resources made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1614 holding.
  • Concurrent Investment Advisors first reported a position in Canadian Natural Resources in Q4 2025 and has held it in 3 quarters since.
  • Concurrent Investment Advisors's Canadian Natural Resources position peaked at $576K in Q1 2026.
  • 290 funds tracked by Wall St. Rank held Canadian Natural Resources as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.