UBS Group’s Imperial Oil IMO Stock Holding History

UBS Group’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	$402M	Buy	3,592,655 +2,589,141	+258%	+$324M	0.05%	378
2026 Q1	$131M	Sell	1,003,514 -706,396	-41%	-$79.3M	0.02%	851
2025 Q4	$148M	Buy	1,709,910 +303,286	+22%	+$27.6M	0.02%	742
2025 Q3	$128M	Buy	1,406,624 +1,195,698	+567%	+$103M	0.02%	862
2025 Q2	$16.8M	Sell	210,926 -142,697	-40%	-$10.2M	﹤0.01%	2561
2025 Q1	$25.6M	Buy	353,623 +40,055	+13%	+$2.75M	﹤0.01%	2116
2024 Q4	$19.3M	Buy	313,568 +232,910	+289%	+$16.9M	﹤0.01%	2357
2024 Q3	$5.68M	Sell	80,658 -8,601	-10%	-$609K	﹤0.01%	2946
2024 Q2	$6.09M	Buy	89,259 +25,805	+41%	+$1.78M	﹤0.01%	2661
2024 Q1	$4.39M	Buy	63,454 +56,516	+815%	+$3.45M	﹤0.01%	3113
2023 Q4	$397K	Sell	6,938 -61,442	-90%	-$3.53M	﹤0.01%	5288
2023 Q3	$4.21M	Buy	68,380 +1,003	+1%	+$55K	﹤0.01%	2745
2023 Q2	$3.45M	Sell	67,377 -72,357	-52%	-$3.6M	﹤0.01%	2969
2023 Q1	$7.1M	Buy	139,734 +87,128	+166%	+$4.35M	﹤0.01%	2189
2022 Q4	$2.56M	Buy	52,606 +8,874	+20%	+$457K	﹤0.01%	3139
2022 Q3	$1.89M	Sell	43,732 -91,079	-68%	-$4.16M	﹤0.01%	3204
2022 Q2	$6.35M	Sell	134,811 -55,279	-29%	-$2.83M	﹤0.01%	2179
2022 Q1	$9.19M	Buy	190,090 +43,522	+30%	+$1.87M	﹤0.01%	2006
2021 Q4	$5.29M	Buy	146,568 +10,070	+7%	+$346K	﹤0.01%	2755
2021 Q3	$4.31M	Buy	136,498 +51,631	+61%	+$1.43M	﹤0.01%	2830
2021 Q2	$2.58M	Sell	84,867 -111,303	-57%	-$3.36M	﹤0.01%	3333
2021 Q1	$4.74M	Sell	196,170 -53,209	-21%	-$1.17M	﹤0.01%	2655
2020 Q4	$4.75M	Buy	249,379 +555	+0.2%	+$8.89K	﹤0.01%	2497
2020 Q3	$2.98M	Buy	248,824 +30,345	+14%	+$476K	﹤0.01%	2685
2020 Q2	$3.51M	Sell	218,479 -166,960	-43%	-$2.51M	﹤0.01%	2356
2020 Q1	$4.34M	Buy	385,439 +62,857	+19%	+$1.31M	﹤0.01%	2051
2019 Q4	$8.54M	Buy	322,582 +68,442	+27%	+$1.73M	﹤0.01%	2100
2019 Q3	$6.62M	Sell	254,140 -96,916	-28%	-$2.55M	﹤0.01%	2125
2019 Q2	$9.71M	Sell	351,056 -15,887	-4%	-$446K	﹤0.01%	1778
2019 Q1	$10M	Sell	366,943 -42,578	-10%	-$1.16M	﹤0.01%	1672
2018 Q4	$10.4M	Buy	409,521 +20,200	+5%	+$614K	﹤0.01%	1536
2018 Q3	$12.6M	Buy	389,321 +96,918	+33%	+$3.11M	0.01%	1574
2018 Q2	$9.72M	Sell	292,403 -3,429	-1%	-$107K	﹤0.01%	1780
2018 Q1	$7.84M	Buy	295,832 +148,690	+101%	+$4.29M	﹤0.01%	1911
2017 Q4	$4.59M	Buy	147,142 +33,726	+30%	+$1.05M	﹤0.01%	2435
2017 Q3	$3.62M	Sell	113,416 -42,651	-27%	-$1.27M	﹤0.01%	2538
2017 Q2	$4.55M	Buy	156,067 +110,022	+239%	+$3.22M	﹤0.01%	2227
2017 Q1	$1.4M	Sell	46,045 -27,304	-37%	-$882K	﹤0.01%	3248
2016 Q4	$2.55M	Buy	73,349 +1,994	+3%	+$66.9K	﹤0.01%	2695
2016 Q3	$2.23M	Sell	71,355 -12,101	-14%	-$375K	﹤0.01%	2738
2016 Q2	$2.63M	Buy	83,456 +21,337	+34%	+$675K	﹤0.01%	2537
2016 Q1	$2.08M	Sell	62,119 -6,058	-9%	-$189K	﹤0.01%	2644
2015 Q4	$2.22M	Sell	68,177 -1,723	-2%	-$55.8K	﹤0.01%	2693
2015 Q3	$2.21M	Buy	69,900 +8,703	+14%	+$302K	﹤0.01%	2651
2015 Q2	$2.36M	Sell	61,197 -11,684	-16%	-$481K	﹤0.01%	2813
2015 Q1	$2.91M	Sell	72,881 -23,535	-24%	-$917K	﹤0.01%	2579
2014 Q4	$4.15M	Buy	+96,416	New	+$4.39M	﹤0.01%	2254

Other funds holding IMO

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group's IMO Position: Q2 2026 in Review

UBS Group increased its Imperial Oil (IMO) stake by 258% in Q2 2026, buying an estimated $324M and bringing the position to 3,592,655 shares worth $402M. The position accounts for 0.05% of the portfolio, ranked #378.

UBS Group first reported a position in IMO in Q4 2014 and has held it in 47 quarters since. 410 funds tracked by Wall St. Rank hold IMO as of Q2 2026.

UBS Group held 3,592,655 shares of Imperial Oil worth $402M as of Q2 2026.
UBS Group bought 2,589,141 Imperial Oil shares in Q2 2026, an estimated $324M.
Imperial Oil made up 0.05% of UBS Group's portfolio in Q2 2026, its #378 holding.
UBS Group first reported a position in Imperial Oil in Q4 2014 and has held it in 47 quarters since.
410 funds tracked by Wall St. Rank held Imperial Oil as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.