PUI
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Purpose Unlimited Inc’s Sun Communities SUI Stock Holding History

Purpose Unlimited Inc’s Portfolio SUI Stock Details SUI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$214K Sell
1,782
-55
-3% -$6.88K 0.01% 244
2026
Q1 		$231K Hold
1,837
– – 0.01% 228
2025
Q4 		$228K Buy
+1,837
New +$230K 0.01% 181

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Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Purpose Unlimited Inc's SUI Position: Q2 2026 in Review

Purpose Unlimited Inc reduced its Sun Communities (SUI) stake by 3% in Q2 2026, selling an estimated $6.88K and leaving 1,782 shares worth $214K. The position accounts for 0.01% of the portfolio, ranked #244.

Purpose Unlimited Inc first reported a position in SUI in Q4 2025 and has held it in 3 quarters since. The position peaked at $231K in Q1 2026. 532 funds tracked by Wall St. Rank hold SUI as of Q2 2026.

  • Purpose Unlimited Inc held 1,782 shares of Sun Communities worth $214K as of Q2 2026.
  • Purpose Unlimited Inc sold 55 Sun Communities shares in Q2 2026, an estimated $6.88K.
  • Sun Communities made up 0.01% of Purpose Unlimited Inc's portfolio in Q2 2026, its #244 holding.
  • Purpose Unlimited Inc first reported a position in Sun Communities in Q4 2025 and has held it in 3 quarters since.
  • Purpose Unlimited Inc's Sun Communities position peaked at $231K in Q1 2026.
  • 532 funds tracked by Wall St. Rank held Sun Communities as of Q2 2026.

Based on Purpose Unlimited Inc's 13F filing for Q2 2026, filed 13 Aug 2026.