Waverly Advisors’s Canadian Natural Resources CNQ Stock Holding History

Waverly Advisors’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 Q2	$443K	Buy	11,204 +1,007	+10%	+$45.8K	﹤0.01%	1235
2026 Q1	$497K	Buy	10,197 +1,822	+22%	+$74.9K	﹤0.01%	1089
2025 Q4	$283K	Buy	8,375 +1,116	+15%	+$36.2K	﹤0.01%	1237
2025 Q3	$232K	Sell	7,259 -563	-7%	-$17.6K	﹤0.01%	1145
2025 Q2	$246K	Buy	+7,822	New	+$237K	﹤0.01%	1047
2015 Q1	–	Sell	-954	Closed	-$14K	–	349
2014 Q4	$14K	Sell	954 -357	-27%	-$5.83K	0.01%	256
2014 Q3	$25K	Hold	1,311	–	–	0.01%	303
2014 Q2	$29K	Hold	1,311	–	–	0.01%	289
2014 Q1	$24K	Sell	1,311 -5,298	-80%	-$89.6K	0.01%	293
2013 Q4	$108K	Buy	6,609 +1,231	+23%	+$19.1K	0.04%	214
2013 Q3	$82K	Buy	+5,378	New	+$80.7K	0.04%	176

Other funds holding CNQ

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 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

Waverly Advisors's CNQ Position: Q2 2026 in Review

Waverly Advisors increased its Canadian Natural Resources (CNQ) stake by 9.9% in Q2 2026, buying an estimated $45.8K and bringing the position to 11,204 shares worth $443K. The position accounts for ﹤0.01% of the portfolio, ranked #1235.

Waverly Advisors first reported a position in CNQ in Q3 2013 and has held it in 11 quarters since. The position peaked at $497K in Q1 2026. 749 funds tracked by Wall St. Rank hold CNQ as of Q2 2026.

Waverly Advisors held 11,204 shares of Canadian Natural Resources worth $443K as of Q2 2026.
Waverly Advisors bought 1,007 Canadian Natural Resources shares in Q2 2026, an estimated $45.8K.
Canadian Natural Resources made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1235 holding.
Waverly Advisors first reported a position in Canadian Natural Resources in Q3 2013 and has held it in 11 quarters since.
Waverly Advisors's Canadian Natural Resources position peaked at $497K in Q1 2026.
749 funds tracked by Wall St. Rank held Canadian Natural Resources as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.