PWPS
STKL

Pinnacle Wealth Planning Services’s SunOpta STKL Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio STKL Stock Details STKL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-2,054
Closed -$13.3K – 2827
2026
Q1 		$13.3K Hold
2,054
– – ﹤0.01% 1889
2025
Q4 		$7.8K Buy
+2,054
New +$9.32K ﹤0.01% 2111

Other funds holding STKL

OCM
Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Pinnacle Wealth Planning Services's STKL Position: Q2 2026 in Review

Pinnacle Wealth Planning Services sold out of SunOpta (STKL) in Q2 2026, closing a stake of 2,054 shares — an estimated $13.3K sold.

Pinnacle Wealth Planning Services first reported a position in STKL in Q4 2025 and held it in 2 quarters. The position peaked at $13.3K in Q1 2026. 3 funds tracked by Wall St. Rank hold STKL as of Q2 2026.

  • Pinnacle Wealth Planning Services reported no remaining SunOpta position as of Q2 2026 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 2,054 SunOpta shares in Q2 2026, an estimated $13.3K.
  • Pinnacle Wealth Planning Services first reported a position in SunOpta in Q4 2025 and held it in 2 quarters.
  • Pinnacle Wealth Planning Services's SunOpta position peaked at $13.3K in Q1 2026.
  • 3 funds tracked by Wall St. Rank held SunOpta as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.