Clearstead Advisors’s SunOpta STKL Stock Holding History

Clearstead Advisors’s Portfolio STKL Stock Details STKL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-40	Closed	-$235	–	3216
2025 Q3	$235	Buy	+40	New	+$248	﹤0.01%	2839

Other funds holding STKL

OCM

Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return

CLG

Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return

CastleKnight Management New York $6B AUM 121.87% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

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

GIM

Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Clearstead Advisors's STKL Position: Q4 2025 in Review

Clearstead Advisors sold out of SunOpta (STKL) in Q4 2025, closing a stake of 40 shares — an estimated $235 sold.

Clearstead Advisors first reported a position in STKL in Q3 2025 and held it in 1 quarter. The position peaked at $235 in Q3 2025. 183 funds tracked by Wall St. Rank hold STKL as of Q4 2025.

Clearstead Advisors reported no remaining SunOpta position as of Q4 2025 after selling out during the quarter.
Clearstead Advisors sold 40 SunOpta shares in Q4 2025, an estimated $235.
Clearstead Advisors first reported a position in SunOpta in Q3 2025 and held it in 1 quarter.
Clearstead Advisors's SunOpta position peaked at $235 in Q3 2025.
183 funds tracked by Wall St. Rank held SunOpta as of Q4 2025.

Based on Clearstead Advisors's 13F filing for Q4 2025, filed 9 Feb 2026.