MYIA
CGC

Mount Yale Investment Advisors’s Canopy Growth CGC Stock Holding History

Mount Yale Investment Advisors’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 		$9.5K Buy
10,008
+8
+0.1% +$9 ﹤0.01% 1094
2025
Q4 		$11.4K Sell
10,000
-64
-0.6% -$82 ﹤0.01% 719
2025
Q3 		$14.7K Buy
10,064
+10,052
+83,767% +$13.1K ﹤0.01% 671
2025
Q2 		$15 Buy
+12
New +$16 ﹤0.01% 1487

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

Mount Yale Investment Advisors's CGC Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its Canopy Growth (CGC) stake by 0.08% in Q1 2026, buying an estimated $9 and bringing the position to 10,008 shares worth $9.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1094.

Mount Yale Investment Advisors first reported a position in CGC in Q2 2025 and has held it in 4 quarters since. The position peaked at $14.7K in Q3 2025. 221 funds tracked by Wall St. Rank hold CGC as of Q1 2026.

  • Mount Yale Investment Advisors held 10,008 shares of Canopy Growth worth $9.5K as of Q1 2026.
  • Mount Yale Investment Advisors bought 8 Canopy Growth shares in Q1 2026, an estimated $9.
  • Canopy Growth made up ﹤0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #1094 holding.
  • Mount Yale Investment Advisors first reported a position in Canopy Growth in Q2 2025 and has held it in 4 quarters since.
  • Mount Yale Investment Advisors's Canopy Growth position peaked at $14.7K in Q3 2025.
  • 221 funds tracked by Wall St. Rank held Canopy Growth as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.