KLI
CGC

Kelman-Lazarov Inc’s Canopy Growth CGC Stock Holding History

Kelman-Lazarov Inc’s Portfolio CGC Stock Details CGC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$10.4K Hold
11,000
– – ﹤0.01% 154
2026
Q1 		$10.4K Buy
11,000
+1,000
+10% +$1.1K ﹤0.01% 140
2025
Q4 		$11.4K Buy
+10,000
New +$12.9K ﹤0.01% 134

Other funds holding CGC

TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
GA
GFS Advisors Houston, Texas $948M AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Kelman-Lazarov Inc's CGC Position: Q2 2026 in Review

Kelman-Lazarov Inc held its Canopy Growth (CGC) position steady in Q2 2026 at 11,000 shares worth $10.4K. The position accounts for ﹤0.01% of the portfolio, ranked #154.

Kelman-Lazarov Inc first reported a position in CGC in Q4 2025 and has held it in 3 quarters since. The position peaked at $11.4K in Q4 2025. 214 funds tracked by Wall St. Rank hold CGC as of Q2 2026.

  • Kelman-Lazarov Inc held 11,000 shares of Canopy Growth worth $10.4K as of Q2 2026.
  • Kelman-Lazarov Inc left its Canopy Growth share count unchanged in Q2 2026.
  • Canopy Growth made up ﹤0.01% of Kelman-Lazarov Inc's portfolio in Q2 2026, its #154 holding.
  • Kelman-Lazarov Inc first reported a position in Canopy Growth in Q4 2025 and has held it in 3 quarters since.
  • Kelman-Lazarov Inc's Canopy Growth position peaked at $11.4K in Q4 2025.
  • 214 funds tracked by Wall St. Rank held Canopy Growth as of Q2 2026.

Based on Kelman-Lazarov Inc's 13F filing for Q2 2026, filed 10 Aug 2026.