EverSource Wealth Advisors’s SunOpta STKL Stock Holding History

EverSource 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 Q2	–	Sell	-4,333	Closed	-$28.1K	–	4534
2026 Q1	$28.1K	Sell	4,333 -157	-3%	-$887	﹤0.01%	2277
2025 Q4	$17.1K	Hold	4,490	–	–	﹤0.01%	2485
2025 Q3	$26.3K	Sell	4,490 -12	-0.3%	-$74	﹤0.01%	2151
2025 Q2	$26.1K	Buy	4,502 +3,981	+764%	+$20.9K	﹤0.01%	2091
2025 Q1	$2.53K	Sell	521 -2	-0.4%	-$13	﹤0.01%	2816
2024 Q4	$4.03K	Buy	523 +2	+0.4%	+$14	﹤0.01%	2443
2024 Q3	$3.32K	Hold	521	–	–	﹤0.01%	2379
2024 Q2	$2.76K	Hold	521	–	–	﹤0.01%	2442
2024 Q1	$3.41K	Hold	521	–	–	﹤0.01%	2205
2023 Q4	$2.85K	Buy	+521	New	+$2.28K	﹤0.01%	2072

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

EverSource Wealth Advisors's STKL Position: Q2 2026 in Review

EverSource Wealth Advisors sold out of SunOpta (STKL) in Q2 2026, closing a stake of 4,333 shares — an estimated $28.1K sold.

EverSource Wealth Advisors first reported a position in STKL in Q4 2023 and held it in 10 quarters. The position peaked at $28.1K in Q1 2026. 3 funds tracked by Wall St. Rank hold STKL as of Q2 2026.

EverSource Wealth Advisors reported no remaining SunOpta position as of Q2 2026 after selling out during the quarter.
EverSource Wealth Advisors sold 4,333 SunOpta shares in Q2 2026, an estimated $28.1K.
EverSource Wealth Advisors first reported a position in SunOpta in Q4 2023 and held it in 10 quarters.
EverSource Wealth Advisors's SunOpta position peaked at $28.1K in Q1 2026.
3 funds tracked by Wall St. Rank held SunOpta as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.