Robertson Stephens Wealth Management’s Suncor Energy SU Stock Holding History

Robertson Stephens Wealth Management’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 Q1	$1.22M	Buy	18,409 +635	+4%	+$35.1K	0.03%	268
2025 Q4	$788K	Sell	17,774 -218	-1%	-$9.21K	0.02%	347
2025 Q3	$752K	Buy	17,992 +813	+5%	+$32.6K	0.02%	285
2025 Q2	$643K	Sell	17,179 -5,552	-24%	-$201K	0.02%	331
2025 Q1	$880K	Buy	22,731 +140	+0.6%	+$5.34K	0.03%	282
2024 Q4	$806K	Buy	22,591 +1,103	+5%	+$42.4K	0.03%	280
2024 Q3	$793K	Buy	21,488 +1,273	+6%	+$49.2K	0.03%	318
2024 Q2	$770K	Buy	20,215 +3,281	+19%	+$127K	0.04%	263
2024 Q1	$625K	Buy	16,934 +3,141	+23%	+$106K	0.03%	306
2023 Q4	$442K	Buy	+13,793	New	+$450K	0.03%	327
2022 Q1	–	Sell	-11,942	Closed	-$298K	–	407
2021 Q4	$298K	Buy	+11,942	New	+$291K	0.03%	321

Other funds holding SU

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

EIM

Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Robertson Stephens Wealth Management's SU Position: Q1 2026 in Review

Robertson Stephens Wealth Management increased its Suncor Energy (SU) stake by 3.6% in Q1 2026, buying an estimated $35.1K and bringing the position to 18,409 shares worth $1.22M. The position accounts for 0.03% of the portfolio, ranked #268.

Robertson Stephens Wealth Management first reported a position in SU in Q4 2021 and has held it in 11 quarters since. 748 funds tracked by Wall St. Rank hold SU as of Q1 2026.

Robertson Stephens Wealth Management held 18,409 shares of Suncor Energy worth $1.22M as of Q1 2026.
Robertson Stephens Wealth Management bought 635 Suncor Energy shares in Q1 2026, an estimated $35.1K.
Suncor Energy made up 0.03% of Robertson Stephens Wealth Management's portfolio in Q1 2026, its #268 holding.
Robertson Stephens Wealth Management first reported a position in Suncor Energy in Q4 2021 and has held it in 11 quarters since.
748 funds tracked by Wall St. Rank held Suncor Energy as of Q1 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.