EWA
STKL

EP Wealth Advisors’s SunOpta STKL Stock Holding History

EP Wealth 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
2026
Q1 		– Sell
-16,789
Closed -$63.8K – 1592
2025
Q4 		$63.8K Buy
+16,789
New +$76.2K ﹤0.01% 1462
2025
Q2 		$82.5K Sell
14,226
-2,251
-14% -$11.8K ﹤0.01% 1395
2025
Q1 		$80.1K Buy
16,477
+1,747
+12% +$11.6K ﹤0.01% 1261
2024
Q4 		$113K Buy
14,730
+2,316
+19% +$16.4K ﹤0.01% 1181
2024
Q3 		$79.2K Buy
+12,414
New +$72.7K ﹤0.01% 1152

Other funds holding STKL

OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
CLG
Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
AAM
Alpine Associates Management Palm Beach, Florida $1.7B AUM 97.55% 1-Year Est. Return
GCL
Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

EP Wealth Advisors's STKL Position: Q1 2026 in Review

EP Wealth Advisors sold out of SunOpta (STKL) in Q1 2026, closing a stake of 16,789 shares — an estimated $63.8K sold.

EP Wealth Advisors first reported a position in STKL in Q3 2024 and held it in 5 quarters. The position peaked at $113K in Q4 2024. 199 funds tracked by Wall St. Rank hold STKL as of Q1 2026.

  • EP Wealth Advisors reported no remaining SunOpta position as of Q1 2026 after selling out during the quarter.
  • EP Wealth Advisors sold 16,789 SunOpta shares in Q1 2026, an estimated $63.8K.
  • EP Wealth Advisors first reported a position in SunOpta in Q3 2024 and held it in 5 quarters.
  • EP Wealth Advisors's SunOpta position peaked at $113K in Q4 2024.
  • 199 funds tracked by Wall St. Rank held SunOpta as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.