Corient Private Wealth’s SunOpta STKL Stock Holding History

Corient Private Wealth’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	-11,048	Closed	-$71.6K	–	3228
2026 Q1	$71.6K	Sell	11,048 -145,447	-93%	-$822K	﹤0.01%	2730
2025 Q4	$595K	Buy	156,495 +11,212	+8%	+$50.9K	﹤0.01%	1781
2025 Q3	$851K	Buy	145,283 +134,488	+1,246%	+$834K	﹤0.01%	1509
2025 Q2	$62.6K	Sell	10,795 -1,963	-15%	-$10.3K	﹤0.01%	2369
2025 Q1	$62K	Sell	12,758 -90	-0.7%	-$599	﹤0.01%	2215
2024 Q4	$98.9K	Hold	12,848	–	–	﹤0.01%	2225
2024 Q3	$82K	Buy	12,848 +1,974	+18%	+$11.6K	﹤0.01%	2355
2024 Q2	$58.7K	Sell	10,874 -83	-0.8%	-$488	﹤0.01%	2246
2024 Q1	$75.3K	Sell	10,957 -46	-0.4%	-$284	﹤0.01%	2210
2023 Q4	$60.2K	Buy	+11,003	New	+$48.2K	﹤0.01%	2187

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

Corient Private Wealth's STKL Position: Q2 2026 in Review

Corient Private Wealth sold out of SunOpta (STKL) in Q2 2026, closing a stake of 11,048 shares — an estimated $71.6K sold.

Corient Private Wealth first reported a position in STKL in Q4 2023 and held it in 10 quarters. The position peaked at $851K in Q3 2025. 3 funds tracked by Wall St. Rank hold STKL as of Q2 2026.

Corient Private Wealth reported no remaining SunOpta position as of Q2 2026 after selling out during the quarter.
Corient Private Wealth sold 11,048 SunOpta shares in Q2 2026, an estimated $71.6K.
Corient Private Wealth first reported a position in SunOpta in Q4 2023 and held it in 10 quarters.
Corient Private Wealth's SunOpta position peaked at $851K in Q3 2025.
3 funds tracked by Wall St. Rank held SunOpta as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.