Institute for Wealth Management’s Canadian Natural Resources CNQ Stock Holding History

Institute for Wealth 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 Q2	$492K	Hold	12,445	–	–	0.04%	328
2026 Q1	$606K	Hold	12,445	–	–	0.06%	281
2025 Q4	$421K	Sell	12,445 -59	-0.5%	-$1.91K	0.04%	349
2025 Q3	$400K	Hold	12,504	–	–	0.04%	378
2025 Q2	$393K	Hold	12,504	–	–	0.04%	368
2025 Q1	$385K	Buy	+12,504	New	+$379K	0.05%	353

Other funds holding CNQ

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

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

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

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

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

Institute for Wealth Management's CNQ Position: Q2 2026 in Review

Institute for Wealth Management held its Canadian Natural Resources (CNQ) position steady in Q2 2026 at 12,445 shares worth $492K. The position accounts for 0.04% of the portfolio, ranked #328.

Institute for Wealth Management first reported a position in CNQ in Q1 2025 and has held it in 6 quarters since. The position peaked at $606K in Q1 2026. 749 funds tracked by Wall St. Rank hold CNQ as of Q2 2026.

Institute for Wealth Management held 12,445 shares of Canadian Natural Resources worth $492K as of Q2 2026.
Institute for Wealth Management left its Canadian Natural Resources share count unchanged in Q2 2026.
Canadian Natural Resources made up 0.04% of Institute for Wealth Management's portfolio in Q2 2026, its #328 holding.
Institute for Wealth Management first reported a position in Canadian Natural Resources in Q1 2025 and has held it in 6 quarters since.
Institute for Wealth Management's Canadian Natural Resources position peaked at $606K in Q1 2026.
749 funds tracked by Wall St. Rank held Canadian Natural Resources as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.