NewEdge Wealth’s Imperial Oil IMO Stock Holding History

NewEdge Wealth’s Portfolio IMO Stock Details IMO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$6.8M	Sell	60,695 -26,508	-30%	-$3.32M	0.07%	191
2026 Q1	$11.4M	Buy	87,203 +11,737	+16%	+$1.32M	0.14%	115
2025 Q4	$6.51M	Buy	75,466 +2,809	+4%	+$256K	0.07%	185
2025 Q3	$6.47M	Buy	72,657 +5,063	+7%	+$437K	0.09%	172
2025 Q2	$5.74M	Buy	67,594 +6,396	+10%	+$457K	0.09%	175
2025 Q1	$4.43M	Buy	61,198 +14,774	+32%	+$1.01M	0.08%	201
2024 Q4	$2.86M	Buy	46,424 +819	+2%	+$59.4K	0.05%	286
2024 Q3	$3.21M	Buy	45,605 +2,735	+6%	+$194K	0.06%	281
2024 Q2	$2.93M	Buy	42,870 +3,211	+8%	+$221K	0.06%	253
2024 Q1	$2.7M	Buy	39,659 +10,441	+36%	+$638K	0.06%	270
2023 Q4	$1.67M	Buy	29,218 +11,717	+67%	+$673K	0.04%	325
2023 Q3	$1.08M	Buy	17,501 +5,213	+42%	+$286K	0.03%	342
2023 Q2	$629K	Buy	12,288 +5,040	+70%	+$250K	0.02%	425
2023 Q1	$368K	Buy	+7,248	New	+$362K	0.01%	465

Other funds holding IMO

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

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

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

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

NewEdge Wealth's IMO Position: Q2 2026 in Review

NewEdge Wealth reduced its Imperial Oil (IMO) stake by 30% in Q2 2026, selling an estimated $3.32M and leaving 60,695 shares worth $6.8M. The position accounts for 0.07% of the portfolio, ranked #191.

NewEdge Wealth first reported a position in IMO in Q1 2023 and has held it in 14 quarters since. The position peaked at $11.4M in Q1 2026. 412 funds tracked by Wall St. Rank hold IMO as of Q2 2026.

NewEdge Wealth held 60,695 shares of Imperial Oil worth $6.8M as of Q2 2026.
NewEdge Wealth sold 26,508 Imperial Oil shares in Q2 2026, an estimated $3.32M.
Imperial Oil made up 0.07% of NewEdge Wealth's portfolio in Q2 2026, its #191 holding.
NewEdge Wealth first reported a position in Imperial Oil in Q1 2023 and has held it in 14 quarters since.
NewEdge Wealth's Imperial Oil position peaked at $11.4M in Q1 2026.
412 funds tracked by Wall St. Rank held Imperial Oil as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.