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Pursue Wealth Partners’s Sun Communities SUI Stock Holding History

Pursue Wealth Partners’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 		– Sell
-1,992
Closed -$251K – 110
2026
Q1 		$251K Hold
1,992
– – 0.15% 90
2025
Q4 		$247K Hold
1,992
– – 0.12% 93
2025
Q3 		$257K Hold
1,992
– – 0.14% 99
2025
Q2 		$252K Hold
1,992
– – 0.14% 98
2025
Q1 		$256K Hold
1,992
– – 0.16% 99
2024
Q4 		$245K Hold
1,992
– – 0.14% 99
2024
Q3 		$269K Hold
1,992
– – 0.15% 91
2024
Q2 		$240K Hold
1,992
– – 0.13% 99
2024
Q1 		$256K Buy
+1,992
New +$259K 0.15% 89

Other funds holding SUI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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 $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Pursue Wealth Partners's SUI Position: Q2 2026 in Review

Pursue Wealth Partners sold out of Sun Communities (SUI) in Q2 2026, closing a stake of 1,992 shares — an estimated $251K sold.

Pursue Wealth Partners first reported a position in SUI in Q1 2024 and held it in 9 quarters. The position peaked at $269K in Q3 2024. 530 funds tracked by Wall St. Rank hold SUI as of Q2 2026.

  • Pursue Wealth Partners reported no remaining Sun Communities position as of Q2 2026 after selling out during the quarter.
  • Pursue Wealth Partners sold 1,992 Sun Communities shares in Q2 2026, an estimated $251K.
  • Pursue Wealth Partners first reported a position in Sun Communities in Q1 2024 and held it in 9 quarters.
  • Pursue Wealth Partners's Sun Communities position peaked at $269K in Q3 2024.
  • 530 funds tracked by Wall St. Rank held Sun Communities as of Q2 2026.

Based on Pursue Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.