Integrated Wealth Concepts’s Canadian Natural Resources CNQ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$791K Sell
20,027
-6,701
-25% -$305K 0.01% 1366
2026
Q1
$1.3M Buy
26,728
+19,828
+287% +$815K 0.01% 968
2025
Q4
$234K Sell
6,900
-9,636
-58% -$312K ﹤0.01% 1444
2025
Q3
$528K Buy
16,536
+3,335
+25% +$104K ﹤0.01% 1307
2025
Q2
$415K Buy
13,201
+5,162
+64% +$156K ﹤0.01% 1374
2025
Q1
$248K Sell
8,039
-1,948
-20% -$59.1K ﹤0.01% 1513
2024
Q4
$308K Buy
9,987
+269
+3% +$9.06K ﹤0.01% 1346
2024
Q3
$323K Sell
9,718
-387
-4% -$13.5K ﹤0.01% 1293
2024
Q2
$360K Sell
10,105
-137
-1% -$5.16K ﹤0.01% 1212
2024
Q1
$391K Buy
10,242
+2,570
+33% +$86K 0.01% 1171
2023
Q4
$251K Buy
+7,672
New +$248K ﹤0.01% 1350

Other funds holding CNQ

Integrated Wealth Concepts's CNQ Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its Canadian Natural Resources (CNQ) stake by 25% in Q2 2026, selling an estimated $305K and leaving 20,027 shares worth $791K. The position accounts for 0.01% of the portfolio, ranked #1366.

Integrated Wealth Concepts first reported a position in CNQ in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.3M in Q1 2026. 749 funds tracked by Wall St. Rank hold CNQ as of Q2 2026.

  • Integrated Wealth Concepts held 20,027 shares of Canadian Natural Resources worth $791K as of Q2 2026.
  • Integrated Wealth Concepts sold 6,701 Canadian Natural Resources shares in Q2 2026, an estimated $305K.
  • Canadian Natural Resources made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1366 holding.
  • Integrated Wealth Concepts first reported a position in Canadian Natural Resources in Q4 2023 and has held it in 11 quarters since.
  • Integrated Wealth Concepts's Canadian Natural Resources position peaked at $1.3M in Q1 2026.
  • 749 funds tracked by Wall St. Rank held Canadian Natural Resources as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.