Copia Wealth Management’s SunOpta STKL Stock Holding History

Copia Wealth Management’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
2026 Q2	–	Sell	-158	Closed	-$1.02K	–	581
2026 Q1	$1.02K	Hold	158	–	–	﹤0.01%	474
2025 Q4	$600	Hold	158	–	–	﹤0.01%	492
2025 Q3	$926	Hold	158	–	–	﹤0.01%	435
2025 Q2	$916	Hold	158	–	–	﹤0.01%	423
2025 Q1	$768	Hold	158	–	–	﹤0.01%	410
2024 Q4	$1.22K	Buy	+158	New	+$1.12K	﹤0.01%	375

Other funds holding STKL

OCM

Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Copia Wealth Management's STKL Position: Q2 2026 in Review

Copia Wealth Management sold out of SunOpta (STKL) in Q2 2026, closing a stake of 158 shares — an estimated $1.02K sold.

Copia Wealth Management first reported a position in STKL in Q4 2024 and held it in 6 quarters. The position peaked at $1.22K in Q4 2024. 3 funds tracked by Wall St. Rank hold STKL as of Q2 2026.

Copia Wealth Management reported no remaining SunOpta position as of Q2 2026 after selling out during the quarter.
Copia Wealth Management sold 158 SunOpta shares in Q2 2026, an estimated $1.02K.
Copia Wealth Management first reported a position in SunOpta in Q4 2024 and held it in 6 quarters.
Copia Wealth Management's SunOpta position peaked at $1.22K in Q4 2024.
3 funds tracked by Wall St. Rank held SunOpta as of Q2 2026.

Based on Copia Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.