Osaic Holdings
SU icon

Osaic Holdings’s Suncor Energy SU Stock Holding History

Osaic Holdings’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
2023
Q4 		– Sell
-2
Closed -$122 – 7449
2023
Q3 		$122 Hold
2
– – ﹤0.01% 7207
2023
Q2 		$60 Hold
2
– – ﹤0.01% 7324
2023
Q1 		$342 Buy
+2
New +$65 ﹤0.01% 7198

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Vanguard Capital Management
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
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Osaic Holdings's SU Position: Q2 2026 in Review

Osaic Holdings reduced its Suncor Energy (SU) stake by 9.1% in Q2 2026, selling an estimated $521K and leaving 81,958 shares worth $4.4M. The position accounts for 0.01% of the portfolio, ranked #1625.

Osaic Holdings first reported a position in SU in Q1 2020 and has held it in 26 quarters since. The position peaked at $8.8M in Q3 2023. 756 funds tracked by Wall St. Rank hold SU as of Q2 2026.

  • Osaic Holdings held 81,958 shares of Suncor Energy worth $4.4M as of Q2 2026.
  • Osaic Holdings sold 8,229 Suncor Energy shares in Q2 2026, an estimated $521K.
  • Suncor Energy made up 0.01% of Osaic Holdings's portfolio in Q2 2026, its #1625 holding.
  • Osaic Holdings first reported a position in Suncor Energy in Q1 2020 and has held it in 26 quarters since.
  • Osaic Holdings's Suncor Energy position peaked at $8.8M in Q3 2023.
  • 756 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.