Jeppson Wealth Management’s Sundial Growers SNDL Stock Holding History

Jeppson Wealth Management’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%	241
2026 Q1	$26.4K	Hold	20,000	–	–	0.01%	234
2025 Q4	$33.2K	Hold	20,000	–	–	0.01%	224
2025 Q3	$53.6K	Hold	20,000	–	–	0.02%	221
2025 Q2	$24.2K	Hold	20,000	–	–	0.01%	207
2025 Q1	$28.2K	Hold	20,000	–	–	0.01%	203
2024 Q4	$35.8K	Hold	20,000	–	–	0.01%	198
2024 Q3	$41.2K	Hold	20,000	–	–	0.01%	203
2024 Q2	$38K	Buy	+20,000	New	+$42.8K	0.01%	202

Other funds holding SNDL

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cannell Capital Alta, Wyoming $149M AUM 39.81% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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 New York $1.81T AUM 41.13% 1-Year Est. Return

Jeppson Wealth Management's SNDL Position: Q2 2026 in Review

Jeppson Wealth Management 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 #241.

Jeppson Wealth Management first reported a position in SNDL in Q2 2024 and has held it in 9 quarters since. The position peaked at $53.6K in Q3 2025. 107 funds tracked by Wall St. Rank hold SNDL as of Q2 2026.

Jeppson Wealth Management held 20,000 shares of Sundial Growers worth $27K as of Q2 2026.
Jeppson Wealth Management left its Sundial Growers share count unchanged in Q2 2026.
Sundial Growers made up 0.01% of Jeppson Wealth Management's portfolio in Q2 2026, its #241 holding.
Jeppson Wealth Management first reported a position in Sundial Growers in Q2 2024 and has held it in 9 quarters since.
Jeppson Wealth Management's Sundial Growers position peaked at $53.6K in Q3 2025.
107 funds tracked by Wall St. Rank held Sundial Growers as of Q2 2026.

Based on Jeppson Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.