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Ritholtz Wealth Management’s Imperial Oil IMO Stock Holding History

Ritholtz Wealth Management’s Portfolio IMO Stock Details IMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.09M Sell
54,350
-449
-0.8% -$56.3K 0.09% 140
2026
Q1 		$7.17M Sell
54,799
-5,116
-9% -$574K 0.12% 99
2025
Q4 		$5.17M Sell
59,915
-7,757
-11% -$706K 0.09% 140
2025
Q3 		$6.14M Buy
67,672
+729
+1% +$63K 0.12% 102
2025
Q2 		$5.32M Buy
66,943
+1,696
+3% +$121K 0.12% 103
2025
Q1 		$4.72M Buy
65,247
+7,958
+14% +$547K 0.14% 101
2024
Q4 		$3.53M Sell
57,289
-2,437
-4% -$177K 0.1% 122
2024
Q3 		$4.21M Buy
59,726
+8,858
+17% +$627K 0.13% 100
2024
Q2 		$3.47M Buy
50,868
+540
+1% +$37.2K 0.11% 114
2024
Q1 		$3.48M Buy
50,328
+2,246
+5% +$137K 0.12% 118
2023
Q4 		$2.75M Buy
48,082
+1,523
+3% +$87.5K 0.11% 117
2023
Q3 		$2.87M Buy
46,559
+474
+1% +$26K 0.13% 99
2023
Q2 		$2.36M Sell
46,085
-576
-1% -$28.6K 0.11% 116
2023
Q1 		$2.37M Buy
46,661
+9,607
+26% +$479K 0.12% 103
2022
Q4 		$1.81M Sell
37,054
-2,843
-7% -$147K 0.1% 139
2022
Q3 		$1.73M Buy
39,897
+9,538
+31% +$435K 0.09% 147
2022
Q2 		$1.43M Buy
30,359
+12,315
+68% +$629K 0.09% 138
2022
Q1 		$872K Buy
18,044
+6,522
+57% +$280K 0.06% 209
2021
Q4 		$416K Buy
+11,522
New +$396K 0.03% 338

Other funds holding IMO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ritholtz Wealth Management's IMO Position: Q2 2026 in Review

Ritholtz Wealth Management reduced its Imperial Oil (IMO) stake by 0.82% in Q2 2026, selling an estimated $56.3K and leaving 54,350 shares worth $6.09M. The position accounts for 0.09% of the portfolio, ranked #140.

Ritholtz Wealth Management first reported a position in IMO in Q4 2021 and has held it in 19 quarters since. The position peaked at $7.17M in Q1 2026. 412 funds tracked by Wall St. Rank hold IMO as of Q2 2026.

  • Ritholtz Wealth Management held 54,350 shares of Imperial Oil worth $6.09M as of Q2 2026.
  • Ritholtz Wealth Management sold 449 Imperial Oil shares in Q2 2026, an estimated $56.3K.
  • Imperial Oil made up 0.09% of Ritholtz Wealth Management's portfolio in Q2 2026, its #140 holding.
  • Ritholtz Wealth Management first reported a position in Imperial Oil in Q4 2021 and has held it in 19 quarters since.
  • Ritholtz Wealth Management's Imperial Oil position peaked at $7.17M in Q1 2026.
  • 412 funds tracked by Wall St. Rank held Imperial Oil as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.