Osaic Holdings
SUN icon

Osaic Holdings’s Sunoco SUN Stock Holding History

Osaic Holdings’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
2020
Q2 		– Sell
-40
Closed -$4K – 6317
2020
Q1 		$4K Buy
+40
New +$1.07K ﹤0.01% 5459

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
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
RIA
Recurrent Investment Advisors Houston, Texas $1.61B AUM 37.17% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Osaic Holdings's SUN Position: Q2 2026 in Review

Osaic Holdings increased its Sunoco (SUN) stake by 3.7% in Q2 2026, buying an estimated $148K and bringing the position to 62,593 shares worth $4.23M. The position accounts for 0.01% of the portfolio, ranked #1662.

Osaic Holdings first reported a position in SUN in Q1 2020 and has held it in 26 quarters since. The position peaked at $4.94M in Q3 2023. 303 funds tracked by Wall St. Rank hold SUN as of Q2 2026.

  • Osaic Holdings held 62,593 shares of Sunoco worth $4.23M as of Q2 2026.
  • Osaic Holdings bought 2,223 Sunoco shares in Q2 2026, an estimated $148K.
  • Sunoco made up 0.01% of Osaic Holdings's portfolio in Q2 2026, its #1662 holding.
  • Osaic Holdings first reported a position in Sunoco in Q1 2020 and has held it in 26 quarters since.
  • Osaic Holdings's Sunoco position peaked at $4.94M in Q3 2023.
  • 303 funds tracked by Wall St. Rank held Sunoco as of Q2 2026.

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