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Wellington-Altus USA’s Imperial Oil IMO Stock Holding History

Wellington-Altus USA’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 		$34.8K Sell
266
-66
-20% -$8.27K 0.02% 382
2026
Q1 		$37.2K Buy
+332
New +$37.2K 0.02% 400

Other funds holding IMO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington-Altus USA's IMO Position: Q2 2026 in Review

Wellington-Altus USA reduced its Imperial Oil (IMO) stake by 20% in Q2 2026, selling an estimated $8.27K and leaving 266 shares worth $34.8K. The position accounts for 0.02% of the portfolio, ranked #382.

Wellington-Altus USA first reported a position in IMO in Q1 2026 and has held it in 2 quarters since. The position peaked at $37.2K in Q1 2026. 413 funds tracked by Wall St. Rank hold IMO as of Q2 2026.

  • Wellington-Altus USA held 266 shares of Imperial Oil worth $34.8K as of Q2 2026.
  • Wellington-Altus USA sold 66 Imperial Oil shares in Q2 2026, an estimated $8.27K.
  • Imperial Oil made up 0.02% of Wellington-Altus USA's portfolio in Q2 2026, its #382 holding.
  • Wellington-Altus USA first reported a position in Imperial Oil in Q1 2026 and has held it in 2 quarters since.
  • Wellington-Altus USA's Imperial Oil position peaked at $37.2K in Q1 2026.
  • 413 funds tracked by Wall St. Rank held Imperial Oil as of Q2 2026.

Based on Wellington-Altus USA's 13F filing for Q2 2026, filed 17 Sep 2026.