FOSTER & MOTLEY INC EQNR — Equinor ASA

Ownership history in FOSTER & MOTLEY INC  ·  9 quarters on record

AI Ownership Summary

FOSTER & MOTLEY INC reported Equinor ASA (EQNR) in 9 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.16% in 2026 Q1. The latest visible filing shows EQNR at 0.16% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this EQNR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was FOSTER & MOTLEY INC's position in Equinor ASA, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

EQNR was reported at 0.16% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.16% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

EQNR stock page FOSTER & MOTLEY INC fund profile FOSTER & MOTLEY INC full holdings
How FOSTER & MOTLEY INC held EQNR — position size vs. price
% of Fund (quarterly)    EQNR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 74,211 -1,821 -2.4% 0.16% $3K 2026-04-21 $37.65
2025 Q4 ADDED — — — 76,032 +1,480 +2.0% 0.10% $1.8M 2026-01-15 $24.37
2025 Q3 ADDED — — — 74,552 +12,681 +20.5% 0.10% $1.8M 2025-10-23 $24.27
2025 Q2 ADDED — — — 61,871 +54,253 +712.2% 0.09% $1.6M 2025-07-29 $25.90
2025 Q1 REDUCED 52.6% -3.5% ✅ 7,618 -8,467 -52.6% 0.01% $201K 2025-05-08 $21.47
2024 Q3 ADDED — — — 16,085 +9,013 +127.4% 0.03% $407K 2024-10-30 $22.15
2023 Q4 REDUCED 19.3% -10.8% ✅ 7,072 -1,696 -19.3% 0.02% $224K 2024-02-01 $23.90
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding EQNR

As of 2026 Q1 — sorted by position size

Drum Hill Capital, LLC 6.81% KEATING INVESTMENT COUNSELORS INC 3Y 7Y 2.59% OneAscent Investment Solutions LLC 1.65% Unified Investment Management 0.95% Ipswich Investment Management Co., Inc. 3Y 7Y 0.48% KLEIN PAVLIS & PEASLEY FINANCIAL, INC. 0.39% Legacy Wealth Asset Management, LLC 3Y 0.37% HENNESSY ADVISORS INC 3Y 7Y 0.36% DECISION INVESTMENTS, INC 0.33% Cherokee Insurance Co 0.3%

FAQ About FOSTER & MOTLEY INC and EQNR

These are the practical questions this page is built to answer before you even open the full history table.

How long has FOSTER & MOTLEY INC reported owning EQNR?

FOSTER & MOTLEY INC reported EQNR across 7 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported EQNR position in FOSTER & MOTLEY INC's portfolio?

The largest reported portfolio weight for EQNR was 0.16% in 2026 Q1.

What is the latest reported EQNR position on this page?

The most recent filing on this page is 2026 Q1, when FOSTER & MOTLEY INC reported 74,211 shares, equal to 0.16% of portfolio, with an estimated market value of $3K.

What does the chart on this EQNR ownership page compare?

The chart compares FOSTER & MOTLEY INC's quarterly EQNR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did FOSTER & MOTLEY INC time their EQNR position?

Based on 13F filing dates vs. subsequent EQNR price moves, FOSTER & MOTLEY INC correctly timed 5 out of 8 reported position changes (62%).

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