William Blair & Company
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William Blair & Company’s Sunoco SUN Stock Holding History

William Blair & Company’s Portfolio SUN Stock Details SUN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$255K Buy
3,775
+11
+0.3% +$731 ﹤0.01% 1485
2026
Q1 		$245K Buy
+3,764
New +$228K ﹤0.01% 1404
2024
Q1 		– Sell
-3,402
Closed -$204K – 1847
2023
Q4 		$204K Buy
+3,402
New +$181K ﹤0.01% 1393

Other funds holding SUN

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
RIA
Recurrent Investment Advisors Houston, Texas $1.61B AUM 37.17% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

William Blair & Company's SUN Position: Q2 2026 in Review

William Blair & Company increased its Sunoco (SUN) stake by 0.29% in Q2 2026, buying an estimated $731 and bringing the position to 3,775 shares worth $255K. The position accounts for ﹤0.01% of the portfolio, ranked #1485.

William Blair & Company first reported a position in SUN in Q4 2023 and has held it in 3 quarters since. 302 funds tracked by Wall St. Rank hold SUN as of Q2 2026.

  • William Blair & Company held 3,775 shares of Sunoco worth $255K as of Q2 2026.
  • William Blair & Company bought 11 Sunoco shares in Q2 2026, an estimated $731.
  • Sunoco made up ﹤0.01% of William Blair & Company's portfolio in Q2 2026, its #1485 holding.
  • William Blair & Company first reported a position in Sunoco in Q4 2023 and has held it in 3 quarters since.
  • 302 funds tracked by Wall St. Rank held Sunoco as of Q2 2026.

Based on William Blair & Company's 13F filing for Q2 2026, filed 11 Aug 2026.