EWA
STKL

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
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 $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

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

EverSource Wealth Advisors reduced its SunOpta (STKL) stake by 3.5% in Q1 2026, selling an estimated $887 and leaving 4,333 shares worth $28.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2277.

EverSource Wealth Advisors first reported a position in STKL in Q4 2023 and has held it in 10 quarters since. 199 funds tracked by Wall St. Rank hold STKL as of Q1 2026.

  • EverSource Wealth Advisors held 4,333 shares of SunOpta worth $28.1K as of Q1 2026.
  • EverSource Wealth Advisors sold 157 SunOpta shares in Q1 2026, an estimated $887.
  • SunOpta made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #2277 holding.
  • EverSource Wealth Advisors first reported a position in SunOpta in Q4 2023 and has held it in 10 quarters since.
  • 199 funds tracked by Wall St. Rank held SunOpta as of Q1 2026.

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