True Wealth Design’s Suncor Energy SU Stock Holding History

True Wealth Design’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	$35.6K	Sell	664 -4	-0.6%	-$253	0.01%	612
2026 Q1	$44.2K	Buy	668 +296	+80%	+$16.4K	0.01%	445
2025 Q4	$16.5K	Buy	372 +1	+0.3%	+$42	﹤0.01%	670
2025 Q3	$15.5K	Buy	371 +253	+214%	+$10.1K	﹤0.01%	699
2025 Q2	$4.42K	Sell	118 -6	-5%	-$217	﹤0.01%	858
2025 Q1	$4.8K	Sell	124 -1	-0.8%	-$38	﹤0.01%	697
2024 Q4	$4.46K	Buy	125 +23	+23%	+$885	﹤0.01%	555
2024 Q3	$3.77K	Sell	102 -1	-1%	-$39	﹤0.01%	635
2024 Q2	$3.92K	Buy	103 +25	+32%	+$966	﹤0.01%	297
2024 Q1	$2.88K	Buy	78 +36	+86%	+$1.21K	﹤0.01%	312
2023 Q4	$1.35K	Buy	42 +2	+5%	+$65	﹤0.01%	330
2023 Q3	$1.38K	Buy	40 +2	+5%	+$64	﹤0.01%	293
2023 Q2	$1.11K	Hold	38	–	–	﹤0.01%	316
2023 Q1	$1.18K	Hold	38	–	–	﹤0.01%	390
2022 Q4	$1.21K	Buy	+38	New	+$1.25K	﹤0.01%	324

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

True Wealth Design's SU Position: Q2 2026 in Review

True Wealth Design reduced its Suncor Energy (SU) stake by 0.6% in Q2 2026, selling an estimated $253 and leaving 664 shares worth $35.6K. The position accounts for 0.01% of the portfolio, ranked #612.

True Wealth Design first reported a position in SU in Q4 2022 and has held it in 15 quarters since. The position peaked at $44.2K in Q1 2026. 752 funds tracked by Wall St. Rank hold SU as of Q2 2026.

True Wealth Design held 664 shares of Suncor Energy worth $35.6K as of Q2 2026.
True Wealth Design sold 4 Suncor Energy shares in Q2 2026, an estimated $253.
Suncor Energy made up 0.01% of True Wealth Design's portfolio in Q2 2026, its #612 holding.
True Wealth Design first reported a position in Suncor Energy in Q4 2022 and has held it in 15 quarters since.
True Wealth Design's Suncor Energy position peaked at $44.2K in Q1 2026.
752 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.