Merited Wealth’s Suncor Energy SU Stock Holding History

Merited Wealth’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 Q1	–	Sell	-42	Closed	-$1.86K	–	257
2025 Q4	$1.86K	Buy	+42	New	+$1.77K	﹤0.01%	262

Other funds holding SU

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

EIM

Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 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

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

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

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

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

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

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

Merited Wealth's SU Position: Q1 2026 in Review

Merited Wealth sold out of Suncor Energy (SU) in Q1 2026, closing a stake of 42 shares — an estimated $1.86K sold.

Merited Wealth first reported a position in SU in Q4 2025 and held it in 1 quarter. The position peaked at $1.86K in Q4 2025. 752 funds tracked by Wall St. Rank hold SU as of Q1 2026.

Merited Wealth reported no remaining Suncor Energy position as of Q1 2026 after selling out during the quarter.
Merited Wealth sold 42 Suncor Energy shares in Q1 2026, an estimated $1.86K.
Merited Wealth first reported a position in Suncor Energy in Q4 2025 and held it in 1 quarter.
Merited Wealth's Suncor Energy position peaked at $1.86K in Q4 2025.
752 funds tracked by Wall St. Rank held Suncor Energy as of Q1 2026.

Based on Merited Wealth's 13F filing for Q1 2026, filed 24 Apr 2026.