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 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 $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Waverly Advisors's CNQ Position: Q1 2026 in Review

Waverly Advisors increased its Canadian Natural Resources (CNQ) stake by 22% in Q1 2026, buying an estimated $74.9K and bringing the position to 10,197 shares worth $497K. The position accounts for ﹤0.01% of the portfolio, ranked #1089.

Waverly Advisors first reported a position in CNQ in Q3 2013 and has held it in 10 quarters since. 740 funds tracked by Wall St. Rank hold CNQ as of Q1 2026.

Waverly Advisors held 10,197 shares of Canadian Natural Resources worth $497K as of Q1 2026.
Waverly Advisors bought 1,822 Canadian Natural Resources shares in Q1 2026, an estimated $74.9K.
Canadian Natural Resources made up ﹤0.01% of Waverly Advisors's portfolio in Q1 2026, its #1089 holding.
Waverly Advisors first reported a position in Canadian Natural Resources in Q3 2013 and has held it in 10 quarters since.
740 funds tracked by Wall St. Rank held Canadian Natural Resources as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.