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Discipline Wealth Solutions’s Sun Communities SUI Stock Holding History

Discipline Wealth Solutions’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 		$314K Sell
2,618
-260
-9% -$32.5K 0.03% 162
2026
Q1 		$362K Hold
2,878
– – 0.04% 134
2025
Q4 		$357K Hold
2,878
– – 0.07% 125
2025
Q3 		$371K Buy
+2,878
New +$364K 0.1% 113

Other funds holding SUI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Discipline Wealth Solutions's SUI Position: Q2 2026 in Review

Discipline Wealth Solutions reduced its Sun Communities (SUI) stake by 9% in Q2 2026, selling an estimated $32.5K and leaving 2,618 shares worth $314K. The position accounts for 0.03% of the portfolio, ranked #162.

Discipline Wealth Solutions first reported a position in SUI in Q3 2025 and has held it in 4 quarters since. The position peaked at $371K in Q3 2025. 531 funds tracked by Wall St. Rank hold SUI as of Q2 2026.

  • Discipline Wealth Solutions held 2,618 shares of Sun Communities worth $314K as of Q2 2026.
  • Discipline Wealth Solutions sold 260 Sun Communities shares in Q2 2026, an estimated $32.5K.
  • Sun Communities made up 0.03% of Discipline Wealth Solutions's portfolio in Q2 2026, its #162 holding.
  • Discipline Wealth Solutions first reported a position in Sun Communities in Q3 2025 and has held it in 4 quarters since.
  • Discipline Wealth Solutions's Sun Communities position peaked at $371K in Q3 2025.
  • 531 funds tracked by Wall St. Rank held Sun Communities as of Q2 2026.

Based on Discipline Wealth Solutions's 13F filing for Q2 2026, filed 21 Jul 2026.