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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
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

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

Discipline Wealth Solutions's SUI Position: Q1 2026 in Review

Discipline Wealth Solutions held its Sun Communities (SUI) position steady in Q1 2026 at 2,878 shares worth $362K. The position accounts for 0.04% of the portfolio, ranked #134.

Discipline Wealth Solutions first reported a position in SUI in Q3 2025 and has held it in 3 quarters since. The position peaked at $371K in Q3 2025. 512 funds tracked by Wall St. Rank hold SUI as of Q1 2026.

  • Discipline Wealth Solutions held 2,878 shares of Sun Communities worth $362K as of Q1 2026.
  • Discipline Wealth Solutions left its Sun Communities share count unchanged in Q1 2026.
  • Sun Communities made up 0.04% of Discipline Wealth Solutions's portfolio in Q1 2026, its #134 holding.
  • Discipline Wealth Solutions first reported a position in Sun Communities in Q3 2025 and has held it in 3 quarters since.
  • Discipline Wealth Solutions's Sun Communities position peaked at $371K in Q3 2025.
  • 512 funds tracked by Wall St. Rank held Sun Communities as of Q1 2026.

Based on Discipline Wealth Solutions's 13F filing for Q1 2026, filed 17 Apr 2026.