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United Financial Planning Group’s Sun Communities SUI Stock Holding History

United Financial Planning Group’s Portfolio SUI Stock Details SUI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-3
Closed -$372 – 615
2025
Q4 		$372 Buy
+3
New +$375 ﹤0.01% 420

Other funds holding SUI

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

United Financial Planning Group sold out of Sun Communities (SUI) in Q1 2026, closing a stake of 3 shares — an estimated $372 sold.

United Financial Planning Group first reported a position in SUI in Q4 2025 and held it in 1 quarter. The position peaked at $372 in Q4 2025. 516 funds tracked by Wall St. Rank hold SUI as of Q1 2026.

  • United Financial Planning Group reported no remaining Sun Communities position as of Q1 2026 after selling out during the quarter.
  • United Financial Planning Group sold 3 Sun Communities shares in Q1 2026, an estimated $372.
  • United Financial Planning Group first reported a position in Sun Communities in Q4 2025 and held it in 1 quarter.
  • United Financial Planning Group's Sun Communities position peaked at $372 in Q4 2025.
  • 516 funds tracked by Wall St. Rank held Sun Communities as of Q1 2026.

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