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Garde Capital’s Sunoco SUN Stock Holding History

Garde Capital’s Portfolio SUN Stock Details SUN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-148
Closed -$7.93K – 732
2025
Q2 		$7.93K Hold
148
– – ﹤0.01% 523
2025
Q1 		$8.59K Buy
+148
New +$8.38K ﹤0.01% 500

Other funds holding SUN

AA
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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
CLG
Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Garde Capital's SUN Position: Q3 2025 in Review

Garde Capital sold out of Sunoco (SUN) in Q3 2025, closing a stake of 148 shares — an estimated $7.93K sold.

Garde Capital first reported a position in SUN in Q1 2025 and held it in 2 quarters. The position peaked at $8.59K in Q1 2025. 272 funds tracked by Wall St. Rank hold SUN as of Q3 2025.

  • Garde Capital reported no remaining Sunoco position as of Q3 2025 after selling out during the quarter.
  • Garde Capital sold 148 Sunoco shares in Q3 2025, an estimated $7.93K.
  • Garde Capital first reported a position in Sunoco in Q1 2025 and held it in 2 quarters.
  • Garde Capital's Sunoco position peaked at $8.59K in Q1 2025.
  • 272 funds tracked by Wall St. Rank held Sunoco as of Q3 2025.

Based on Garde Capital's 13F filing for Q3 2025, filed 16 Dec 2025.