Northwestern Mutual Wealth Management
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Northwestern Mutual Wealth Management’s Sunoco SUN Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio SUN Stock Details SUN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-1,814
Closed -$95.1K – 4444
2025
Q4 		$95.1K Buy
+1,814
New +$95.9K ﹤0.01% 2157
2025
Q2 		– Sell
-2,040
Closed -$118K – 3978
2025
Q1 		$118K Buy
2,040
+1,069
+110% +$60.5K ﹤0.01% 1863
2024
Q4 		$50K Buy
971
+761
+362% +$40.2K ﹤0.01% 2188
2024
Q3 		$11.3K Buy
210
+134
+176% +$7.27K ﹤0.01% 2646
2024
Q2 		$4.3K Sell
76
-24
-24% -$1.31K ﹤0.01% 2898
2024
Q1 		$6.03K Sell
100
-227
-69% -$13.7K ﹤0.01% 2792
2023
Q4 		$19.6K Sell
327
-842
-72% -$44.8K ﹤0.01% 2405
2023
Q3 		$57.2K Sell
1,169
-1,407
-55% -$63.9K ﹤0.01% 1915
2023
Q2 		$112K Buy
2,576
+1,976
+329% +$87.5K ﹤0.01% 1664
2023
Q1 		$26.3K Hold
600
– – ﹤0.01% 2166
2022
Q4 		$25.9K Buy
+600
New +$25.3K ﹤0.01% 2154
2021
Q3 		– Sell
-250
Closed -$9K – 3209
2021
Q2 		$9K Buy
+250
New +$8.87K ﹤0.01% 2481
2018
Q2 		– Sell
-1,000
Closed -$26K – 2484
2018
Q1 		$26K Buy
+1,000
New +$29.5K ﹤0.01% 1435
2017
Q4 		– Sell
-327
Closed -$10K – 2446
2017
Q3 		$10K Hold
327
– – ﹤0.01% 1669
2017
Q2 		$10K Buy
327
+47
+17% +$1.4K ﹤0.01% 1592
2017
Q1 		$7K Buy
+280
New +$7.42K ﹤0.01% 1656

Other funds holding SUN

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
CLG
Cooperman Leon G $3.55B AUM 41.85% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RIA
Recurrent Investment Advisors Houston, Texas $1.61B AUM 37.17% 1-Year Est. Return

Northwestern Mutual Wealth Management's SUN Position: Q1 2026 in Review

Northwestern Mutual Wealth Management sold out of Sunoco (SUN) in Q1 2026, closing a stake of 1,814 shares — an estimated $95.1K sold.

Northwestern Mutual Wealth Management first reported a position in SUN in Q1 2017 and held it in 16 quarters. The position peaked at $118K in Q1 2025. 294 funds tracked by Wall St. Rank hold SUN as of Q1 2026.

  • Northwestern Mutual Wealth Management reported no remaining Sunoco position as of Q1 2026 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 1,814 Sunoco shares in Q1 2026, an estimated $95.1K.
  • Northwestern Mutual Wealth Management first reported a position in Sunoco in Q1 2017 and held it in 16 quarters.
  • Northwestern Mutual Wealth Management's Sunoco position peaked at $118K in Q1 2025.
  • 294 funds tracked by Wall St. Rank held Sunoco as of Q1 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.