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 $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
CLG
Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RIA
Recurrent Investment Advisors Houston, Texas $1.66B AUM 38.27% 1-Year Est. Return

Osaic Holdings's SUN Position: Q1 2026 in Review

Osaic Holdings increased its Sunoco (SUN) stake by 26% in Q1 2026, buying an estimated $766K and bringing the position to 60,370 shares worth $3.92M. The position accounts for 0.01% of the portfolio, ranked #1519.

Osaic Holdings first reported a position in SUN in Q1 2020 and has held it in 25 quarters since. The position peaked at $4.94M in Q3 2023. 294 funds tracked by Wall St. Rank hold SUN as of Q1 2026.

  • Osaic Holdings held 60,370 shares of Sunoco worth $3.92M as of Q1 2026.
  • Osaic Holdings bought 12,626 Sunoco shares in Q1 2026, an estimated $766K.
  • Sunoco made up 0.01% of Osaic Holdings's portfolio in Q1 2026, its #1519 holding.
  • Osaic Holdings first reported a position in Sunoco in Q1 2020 and has held it in 25 quarters since.
  • Osaic Holdings's Sunoco position peaked at $4.94M in Q3 2023.
  • 294 funds tracked by Wall St. Rank held Sunoco as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.