Mark Sheptoff Financial Planning’s Canopy Growth CGC Stock Holding History

Mark Sheptoff Financial Planning’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	$1.43K	Hold	1,500	–	–	﹤0.01%	491
2026 Q1	$1.62K	Sell	1,500 -500	-25%	-$551	﹤0.01%	482
2025 Q4	$2.28K	Buy	+2,000	New	+$2.57K	﹤0.01%	474
2024 Q4	–	Sell	-5	Closed	-$24	–	435
2024 Q3	$24	Hold	5	–	–	﹤0.01%	428
2024 Q2	$32	Hold	5	–	–	﹤0.01%	429
2024 Q1	$43	Hold	5	–	–	﹤0.01%	399
2023 Q4	$26	Hold	5	–	–	﹤0.01%	395
2023 Q3	$39	Hold	5	–	–	﹤0.01%	381
2023 Q2	$19	Hold	5	–	–	﹤0.01%	391
2023 Q1	$88	Hold	5	–	–	﹤0.01%	381
2022 Q4	$116	Hold	5	–	–	﹤0.01%	388
2022 Q3	$0	Hold	5	–	–	﹤0.01%	367
2022 Q2	$0	Sell	5 -10	-67%	-$520	﹤0.01%	390
2022 Q1	$1K	Hold	15	–	–	﹤0.01%	403
2021 Q4	$1K	Sell	15 -70	-82%	-$8.31K	﹤0.01%	432
2021 Q3	$12K	Sell	85 -20	-19%	-$3.58K	0.01%	286
2021 Q2	$25K	Buy	105 +70	+200%	+$17.9K	0.01%	248
2021 Q1	$11K	Hold	35	–	–	0.01%	280
2020 Q4	$9K	Hold	35	–	–	0.01%	274
2020 Q3	$5K	Hold	35	–	–	﹤0.01%	268
2020 Q2	$6K	Hold	35	–	–	﹤0.01%	286
2020 Q1	$5K	Hold	35	–	–	﹤0.01%	269
2019 Q4	$7K	Sell	35 -1,416	-98%	-$281K	﹤0.01%	302
2019 Q3	$333K	Buy	1,451 +125	+9%	+$38.2K	0.22%	66
2019 Q2	$534K	Buy	1,326 +400	+43%	+$176K	0.36%	55
2019 Q1	$401K	Buy	926 +588	+174%	+$258K	0.29%	64
2018 Q4	$91K	Buy	338 +55	+19%	+$20.7K	0.08%	104
2018 Q3	$137K	Buy	+283	New	+$105K	0.09%	115

Other funds holding CGC

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

GFS Advisors Houston, Texas $948M AUM 41.15% 1-Year Est. Return

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

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Mark Sheptoff Financial Planning's CGC Position: Q2 2026 in Review

Mark Sheptoff Financial Planning held its Canopy Growth (CGC) position steady in Q2 2026 at 1,500 shares worth $1.43K. The position accounts for ﹤0.01% of the portfolio, ranked #491.

Mark Sheptoff Financial Planning first reported a position in CGC in Q3 2018 and has held it in 28 quarters since. The position peaked at $534K in Q2 2019. 213 funds tracked by Wall St. Rank hold CGC as of Q2 2026.

Mark Sheptoff Financial Planning held 1,500 shares of Canopy Growth worth $1.43K as of Q2 2026.
Mark Sheptoff Financial Planning left its Canopy Growth share count unchanged in Q2 2026.
Canopy Growth made up ﹤0.01% of Mark Sheptoff Financial Planning's portfolio in Q2 2026, its #491 holding.
Mark Sheptoff Financial Planning first reported a position in Canopy Growth in Q3 2018 and has held it in 28 quarters since.
Mark Sheptoff Financial Planning's Canopy Growth position peaked at $534K in Q2 2019.
213 funds tracked by Wall St. Rank held Canopy Growth as of Q2 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2026, filed 13 Aug 2026.