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FSM Wealth Advisors’s Sundial Growers SNDL Stock Holding History

FSM Wealth Advisors’s Portfolio SNDL Stock Details SNDL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$27K Hold
20,000
– – ﹤0.01% 349
2026
Q1 		$26.4K Hold
20,000
– – ﹤0.01% 316
2025
Q4 		$33.2K Buy
+20,000
New +$40.1K ﹤0.01% 304

Other funds holding SNDL

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CC
Cannell Capital Alta, Wyoming $149M AUM 39.81% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
EMCIP
Ewing Morris & Co Investment Partners Toronto, Ontario, Canada $191M AUM 23.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

FSM Wealth Advisors's SNDL Position: Q2 2026 in Review

FSM Wealth Advisors held its Sundial Growers (SNDL) position steady in Q2 2026 at 20,000 shares worth $27K. The position accounts for ﹤0.01% of the portfolio, ranked #349.

FSM Wealth Advisors first reported a position in SNDL in Q4 2025 and has held it in 3 quarters since. The position peaked at $33.2K in Q4 2025. 107 funds tracked by Wall St. Rank hold SNDL as of Q2 2026.

  • FSM Wealth Advisors held 20,000 shares of Sundial Growers worth $27K as of Q2 2026.
  • FSM Wealth Advisors left its Sundial Growers share count unchanged in Q2 2026.
  • Sundial Growers made up ﹤0.01% of FSM Wealth Advisors's portfolio in Q2 2026, its #349 holding.
  • FSM Wealth Advisors first reported a position in Sundial Growers in Q4 2025 and has held it in 3 quarters since.
  • FSM Wealth Advisors's Sundial Growers position peaked at $33.2K in Q4 2025.
  • 107 funds tracked by Wall St. Rank held Sundial Growers as of Q2 2026.

Based on FSM Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.