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United Financial Planning Group’s Canadian Natural Resources CNQ Stock Holding History

United Financial Planning Group’s Portfolio CNQ Stock Details CNQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-196
Closed -$6.63K – 502
2025
Q4 		$6.63K Buy
+196
New +$6.36K ﹤0.01% 249

Other funds holding CNQ

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

United Financial Planning Group's CNQ Position: Q1 2026 in Review

United Financial Planning Group sold out of Canadian Natural Resources (CNQ) in Q1 2026, closing a stake of 196 shares — an estimated $6.63K sold.

United Financial Planning Group first reported a position in CNQ in Q4 2025 and held it in 1 quarter. The position peaked at $6.63K in Q4 2025. 746 funds tracked by Wall St. Rank hold CNQ as of Q1 2026.

  • United Financial Planning Group reported no remaining Canadian Natural Resources position as of Q1 2026 after selling out during the quarter.
  • United Financial Planning Group sold 196 Canadian Natural Resources shares in Q1 2026, an estimated $6.63K.
  • United Financial Planning Group first reported a position in Canadian Natural Resources in Q4 2025 and held it in 1 quarter.
  • United Financial Planning Group's Canadian Natural Resources position peaked at $6.63K in Q4 2025.
  • 746 funds tracked by Wall St. Rank held Canadian Natural Resources as of Q1 2026.

Based on United Financial Planning Group's 13F filing for Q1 2026, filed 8 May 2026.