MSFP
CGC

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
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

TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Mark Sheptoff Financial Planning's CGC Position: Q1 2026 in Review

Mark Sheptoff Financial Planning reduced its Canopy Growth (CGC) stake by 25% in Q1 2026, selling an estimated $551 and leaving 1,500 shares worth $1.62K. The position accounts for ﹤0.01% of the portfolio, ranked #482.

Mark Sheptoff Financial Planning first reported a position in CGC in Q3 2018 and has held it in 27 quarters since. The position peaked at $534K in Q2 2019. 221 funds tracked by Wall St. Rank hold CGC as of Q1 2026.

  • Mark Sheptoff Financial Planning held 1,500 shares of Canopy Growth worth $1.62K as of Q1 2026.
  • Mark Sheptoff Financial Planning sold 500 Canopy Growth shares in Q1 2026, an estimated $551.
  • Canopy Growth made up ﹤0.01% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #482 holding.
  • Mark Sheptoff Financial Planning first reported a position in Canopy Growth in Q3 2018 and has held it in 27 quarters since.
  • Mark Sheptoff Financial Planning's Canopy Growth position peaked at $534K in Q2 2019.
  • 221 funds tracked by Wall St. Rank held Canopy Growth as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.