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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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CC
Cannell Capital Alta, Wyoming $163M AUM 40.62% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
AI
AdvisorShares Investments Bethesda, Maryland $549M AUM 32.58% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
EMCIP
Ewing Morris & Co Investment Partners Toronto, Ontario, Canada $222M AUM 35.92% 1-Year Est. Return

Jeppson Wealth Management's SNDL Position: Q1 2026 in Review

Jeppson Wealth Management held its Sundial Growers (SNDL) position steady in Q1 2026 at 20,000 shares worth $26.4K. The position accounts for 0.01% of the portfolio, ranked #234.

Jeppson Wealth Management first reported a position in SNDL in Q2 2024 and has held it in 8 quarters since. The position peaked at $53.6K in Q3 2025. 111 funds tracked by Wall St. Rank hold SNDL as of Q1 2026.

  • Jeppson Wealth Management held 20,000 shares of Sundial Growers worth $26.4K as of Q1 2026.
  • Jeppson Wealth Management left its Sundial Growers share count unchanged in Q1 2026.
  • Sundial Growers made up 0.01% of Jeppson Wealth Management's portfolio in Q1 2026, its #234 holding.
  • Jeppson Wealth Management first reported a position in Sundial Growers in Q2 2024 and has held it in 8 quarters since.
  • Jeppson Wealth Management's Sundial Growers position peaked at $53.6K in Q3 2025.
  • 111 funds tracked by Wall St. Rank held Sundial Growers as of Q1 2026.

Based on Jeppson Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.