Forum Financial Management’s Canadian Natural Resources CNQ Stock Holding History

Forum Financial Management’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 Q1	–	Sell	-64,965	Closed	-$2.2M	–	473
2025 Q4	$2.2M	Sell	64,965 -39	-0.1%	-$1.26K	0.03%	133
2025 Q3	$2.08M	Buy	65,004 +189	+0.3%	+$5.92K	0.03%	132
2025 Q2	$2.04M	Sell	64,815 -5,157	-7%	-$156K	0.03%	124
2025 Q1	$2.16M	Hold	69,972	–	–	0.04%	108
2024 Q4	$2.16M	Buy	69,972 +6	+0%	+$202	0.04%	111
2024 Q3	$2.32M	Buy	69,966 +116	+0.2%	+$4.04K	0.04%	91
2024 Q2	$2.49M	Hold	69,850	–	–	0.05%	76
2024 Q1	$2.67M	Hold	69,850	–	–	0.05%	88
2023 Q4	$2.29M	Hold	69,850	–	–	0.04%	82
2023 Q3	$2.26M	Hold	69,850	–	–	0.05%	76
2023 Q2	$1.96M	Sell	69,850 -14	-0%	-$400	0.04%	87
2023 Q1	$1.93M	Buy	69,864 +12	+0%	+$340	0.06%	79
2022 Q4	$1.94M	Buy	69,852 +2	+0%	+$57	0.06%	75
2022 Q3	$1.63M	Sell	69,850 -1,467	-2%	-$38K	0.08%	71
2022 Q2	$1.88M	Hold	71,317	–	–	0.09%	65
2022 Q1	$2.16M	Hold	71,317	–	–	0.1%	56
2021 Q4	$1.48M	Buy	+71,317	New	+$1.44M	0.08%	83

Other funds holding CNQ

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

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

Forum Financial Management's CNQ Position: Q1 2026 in Review

Forum Financial Management sold out of Canadian Natural Resources (CNQ) in Q1 2026, closing a stake of 64,965 shares — an estimated $2.2M sold.

Forum Financial Management first reported a position in CNQ in Q4 2021 and held it in 17 quarters. The position peaked at $2.67M in Q1 2024. 746 funds tracked by Wall St. Rank hold CNQ as of Q1 2026.

Forum Financial Management reported no remaining Canadian Natural Resources position as of Q1 2026 after selling out during the quarter.
Forum Financial Management sold 64,965 Canadian Natural Resources shares in Q1 2026, an estimated $2.2M.
Forum Financial Management first reported a position in Canadian Natural Resources in Q4 2021 and held it in 17 quarters.
Forum Financial Management's Canadian Natural Resources position peaked at $2.67M in Q1 2024.
746 funds tracked by Wall St. Rank held Canadian Natural Resources as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.