Unified Investment Management CNQ — CANADIAN NAT RES LTD

Ownership history in Unified Investment Management  ·  5 quarters on record

AI Ownership Summary

Unified Investment Management reported CANADIAN NAT RES LTD (CNQ) in 5 quarterly 13F filings from 2025 Q3 through 2026 Q3. Peak portfolio weight reached 0.52% in 2026 Q1. The latest visible filing shows CNQ at 0.44% 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 Unified Investment Management'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 Q3

CNQ was reported at 0.44% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.52% 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
2025 Q3 to 2026 Q3

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 Unified Investment Management fund profile Unified Investment Management full holdings
How Unified Investment Management 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 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 ADDED — — — 10,628 +310 +3.0% 0.44% $500K 2026-10-14 $51.82
2026 Q2 REDUCED — — — 10,318 -142 -1.4% 0.38% $408K 2026-07-27 $44.39
2026 Q1 REDUCED — — — 10,460 -191 -1.8% 0.52% $510K 2026-04-29 $46.30
2025 Q4 ADDED — — — 10,651 +978 +10.1% 0.36% $361K 2026-02-09 $38.07
2025 Q3 INITIATED — — — 9,673 — — 0.31% $309K 2025-10-27 $30.61

🏢 Other funds also holding CNQ

As of 2026 Q3 — sorted by position size

Burkett Asset Management Ltd 3.54% Addenda Capital Inc. 3Y 7Y 3.31% Pacifica Partners Inc. 3Y 2.65% Triasima Portfolio Management inc. 3Y 1.68% Buttonwood Financial Advisors Inc. 3Y 1.42% Finivi Inc. 0.72% Capital Investment Counsel, LLC 0.51% Wealth Science Advisors LLC 0.32% Ridgewood Investments LLC 3Y 7Y 0.28% FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 3Y 7Y 0.27%

FAQ About Unified Investment Management and CNQ

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

How long has Unified Investment Management reported owning CNQ?

Unified Investment Management reported CNQ across 5 quarterly 13F filings, from 2025 Q3 through 2026 Q3.

What was the largest reported CNQ position in Unified Investment Management's portfolio?

The largest reported portfolio weight for CNQ was 0.52% in 2026 Q1.

What is the latest reported CNQ position on this page?

The most recent filing on this page is 2026 Q3, when Unified Investment Management reported 10,628 shares, equal to 0.44% of portfolio, with an estimated market value of $500K.

What does the chart on this CNQ ownership page compare?

The chart compares Unified Investment Management'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 Unified Investment Management time their CNQ position?

Based on 13F filing dates vs. subsequent CNQ price moves, Unified Investment Management correctly timed 3 out of 4 reported position changes (75%). The annualised alpha on CNQ relative to SPY over the holding period was +1364.7%.

← Back to Unified Investment Management Holdings