Legacy Wealth Asset Management, LLC CNQ — CANADIAN NAT RES LTD

Ownership history in Legacy Wealth Asset Management, LLC  ·  10 quarters on record

AI Ownership Summary

Legacy Wealth Asset Management, LLC reported CANADIAN NAT RES LTD (CNQ) in 10 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.2% in 2026 Q1. The latest visible filing shows CNQ at 0.14% 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.

What this CNQ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Legacy Wealth Asset Management, LLC's position in CANADIAN NAT RES LTD, 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 Q2

CNQ was reported at 0.14% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.2% 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
2024 Q1 to 2026 Q2

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.

CNQ stock page Legacy Wealth Asset Management, LLC fund profile Legacy Wealth Asset Management, LLC full holdings
How Legacy Wealth Asset Management, LLC held CNQ — position size vs. price
% of Fund (quarterly)    CNQ price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 16,707 -190 -1.1% 0.14% $660K 2026-07-09 $41.88
2026 Q1 ADDED — — — 16,897 +87 +0.5% 0.20% $823K 2026-04-08 $45.94
2025 Q4 ADDED — — — 16,810 +11 +0.1% 0.14% $569K 2026-01-12 $31.67
2025 Q3 ADDED — — — 16,799 +148 +0.9% 0.13% $537K 2025-10-14 $30.33
2025 Q2 ADDED — — — 16,651 +115 +0.7% 0.13% $523K 2025-07-30 $31.28
2025 Q1 ADDED — — — 16,536 +3,854 +30.4% 0.14% $509K 2025-04-09 $26.92
2024 Q4 REDUCED 24.0% +1.1% ❌ 12,682 -3,999 -24.0% 0.11% $391K 2025-01-15 $30.09
2024 Q3 ADDED — — — 16,681 +209 +1.3% 0.15% $554K 2024-10-23 $33.11
2024 Q2 ADDED — — — 16,472 +8,356 +103.0% 0.17% $586K 2024-08-14 $33.67
2024 Q1 INITIATED — — — 8,116 — — 0.17% $619K 2024-04-19 $35.27

🏢 Other funds also holding CNQ

As of 2026 Q2 — sorted by position size

Connective Portfolio Management, LLC 3Y 1.65% Steadtrust LLC 0.79% Finivi Inc. 0.64% Wealth Science Advisors LLC 0.32% Dynamic Advisor Solutions LLC 3Y 7Y 0.07% MOODY NATIONAL BANK TRUST DIVISION 3Y 7Y 0.04% THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 0.02% SeaCrest Wealth Management, LLC 3Y 7Y 0.02% CONFLUENCE INVESTMENT MANAGEMENT LLC 3Y 7Y 0.02% MJT & Associates Financial Advisory Group, Inc. 0.01%

FAQ About Legacy Wealth Asset Management, LLC and CNQ

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

How long has Legacy Wealth Asset Management, LLC reported owning CNQ?

Legacy Wealth Asset Management, LLC reported CNQ across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported CNQ position in Legacy Wealth Asset Management, LLC's portfolio?

The largest reported portfolio weight for CNQ was 0.20% in 2026 Q1.

What is the latest reported CNQ position on this page?

The most recent filing on this page is 2026 Q2, when Legacy Wealth Asset Management, LLC reported 16,707 shares, equal to 0.14% of portfolio, with an estimated market value of $660K.

What does the chart on this CNQ ownership page compare?

The chart compares Legacy Wealth Asset Management, LLC's quarterly CNQ 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 Legacy Wealth Asset Management, LLC time their CNQ position?

Based on 13F filing dates vs. subsequent CNQ price moves, Legacy Wealth Asset Management, LLC correctly timed 4 out of 9 reported position changes (44%). The annualised alpha on CNQ relative to SPY over the holding period was +229.8%.

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