Joel Isaacson & Co’s Suncor Energy SU Stock Holding History

Joel Isaacson & Co’s Portfolio SU Stock Details SU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$253K	Hold	4,718	–	–	0.01%	416
2026 Q1	$312K	Sell	4,718 -200	-4%	-$11.1K	0.01%	357
2025 Q4	$218K	Hold	4,918	–	–	0.01%	428
2025 Q3	$206K	Buy	+4,918	New	+$197K	0.01%	424
2022 Q2	–	Sell	-13,200	Closed	-$452K	–	314
2022 Q1	$452K	Buy	+13,200	New	+$392K	0.03%	186

Other funds holding SU

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

EIM

Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Joel Isaacson & Co's SU Position: Q2 2026 in Review

Joel Isaacson & Co held its Suncor Energy (SU) position steady in Q2 2026 at 4,718 shares worth $253K. The position accounts for 0.01% of the portfolio, ranked #416.

Joel Isaacson & Co first reported a position in SU in Q1 2022 and has held it in 5 quarters since. The position peaked at $452K in Q1 2022. 757 funds tracked by Wall St. Rank hold SU as of Q2 2026.

Joel Isaacson & Co held 4,718 shares of Suncor Energy worth $253K as of Q2 2026.
Joel Isaacson & Co left its Suncor Energy share count unchanged in Q2 2026.
Suncor Energy made up 0.01% of Joel Isaacson & Co's portfolio in Q2 2026, its #416 holding.
Joel Isaacson & Co first reported a position in Suncor Energy in Q1 2022 and has held it in 5 quarters since.
Joel Isaacson & Co's Suncor Energy position peaked at $452K in Q1 2022.
757 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2026.

Based on Joel Isaacson & Co's 13F filing for Q2 2026, filed 4 Aug 2026.