Caldwell Investment Management’s Stantec STN Stock Holding History

Caldwell Investment Management’s Portfolio STN Stock Details STN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$647K	Sell	9,400 -8,400	-47%	-$677K	0.42%	30
2026 Q1	$1.51M	Buy	+17,800	New	+$1.67M	0.59%	32
2025 Q4	–	Sell	-57,900	Closed	-$6.12M	–	34
2025 Q3	$6.12M	Hold	57,900	–	–	4.02%	6
2025 Q2	$6.29M	Buy	57,900 +37,000	+177%	+$3.56M	5.45%	5
2025 Q1	$1.71M	Hold	20,900	–	–	1.27%	15
2024 Q4	$1.64M	Hold	20,900	–	–	1.1%	19
2024 Q3	$1.68M	Hold	20,900	–	–	1.18%	17
2024 Q2	$1.75M	Hold	20,900	–	–	1.32%	15
2024 Q1	$1.73M	Sell	20,900 -77,400	-79%	-$6.36M	1.29%	18
2023 Q4	$7.91M	Sell	98,300 -74,700	-43%	-$5.18M	6.08%	5
2023 Q3	$11.2M	Buy	173,000 +20,900	+14%	+$1.39M	10.91%	3
2023 Q2	$9.75M	Sell	152,100 -5,000	-3%	-$301K	7.38%	5
2023 Q1	$9.18M	Hold	157,100	–	–	9.1%	6
2022 Q4	$7.54M	Buy	+157,100	New	+$7.58M	7.96%	6
2022 Q3	–	Sell	-35,200	Closed	-$1.99M	–	31
2022 Q2	$1.99M	Hold	35,200	–	–	1.99%	10
2022 Q1	$1.78M	Hold	35,200	–	–	1.41%	16
2021 Q4	$1.98M	Buy	+35,200	New	+$1.9M	1.54%	15

Other funds holding STN

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Man Group London, United Kingdom $62.7B AUM 29.77% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Caldwell Investment Management's STN Position: Q2 2026 in Review

Caldwell Investment Management reduced its Stantec (STN) stake by 47% in Q2 2026, selling an estimated $677K and leaving 9,400 shares worth $647K. The position accounts for 0.42% of the portfolio, ranked #30.

Caldwell Investment Management first reported a position in STN in Q4 2021 and has held it in 17 quarters since. The position peaked at $11.2M in Q3 2023. 290 funds tracked by Wall St. Rank hold STN as of Q2 2026.

Caldwell Investment Management held 9,400 shares of Stantec worth $647K as of Q2 2026.
Caldwell Investment Management sold 8,400 Stantec shares in Q2 2026, an estimated $677K.
Stantec made up 0.42% of Caldwell Investment Management's portfolio in Q2 2026, its #30 holding.
Caldwell Investment Management first reported a position in Stantec in Q4 2021 and has held it in 17 quarters since.
Caldwell Investment Management's Stantec position peaked at $11.2M in Q3 2023.
290 funds tracked by Wall St. Rank held Stantec as of Q2 2026.

Based on Caldwell Investment Management's 13F filing for Q2 2026, filed 11 Aug 2026.