Physician Wealth Advisors’s Suncor Energy SU Stock Holding History

Physician Wealth Advisors’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
2026 Q2	$18.2K	Buy	339 +215	+173%	+$13.6K	﹤0.01%	690
2026 Q1	$8.2K	Buy	124 +11	+10%	+$608	﹤0.01%	857
2025 Q4	$5.01K	Sell	113 -12	-10%	-$507	﹤0.01%	973
2025 Q3	$5.23K	Buy	125 +12	+11%	+$481	﹤0.01%	914
2025 Q2	$4.23K	Sell	113 -47	-29%	-$1.7K	﹤0.01%	841
2025 Q1	$6.2K	Buy	160 +84	+111%	+$3.21K	﹤0.01%	699
2024 Q4	$2.71K	Buy	+76	New	+$2.92K	﹤0.01%	817

Other funds holding SU

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

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

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

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

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

Physician Wealth Advisors's SU Position: Q2 2026 in Review

Physician Wealth Advisors increased its Suncor Energy (SU) stake by 173% in Q2 2026, buying an estimated $13.6K and bringing the position to 339 shares worth $18.2K. The position accounts for ﹤0.01% of the portfolio, ranked #690.

Physician Wealth Advisors first reported a position in SU in Q4 2024 and has held it in 7 quarters since. 754 funds tracked by Wall St. Rank hold SU as of Q2 2026.

Physician Wealth Advisors held 339 shares of Suncor Energy worth $18.2K as of Q2 2026.
Physician Wealth Advisors bought 215 Suncor Energy shares in Q2 2026, an estimated $13.6K.
Suncor Energy made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #690 holding.
Physician Wealth Advisors first reported a position in Suncor Energy in Q4 2024 and has held it in 7 quarters since.
754 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.