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Plante Moran Financial Advisors’s Sundial Growers SNDL Stock Holding History

Plante Moran Financial Advisors’s Portfolio SNDL Stock Details SNDL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-60
Closed -$100 – 851
2025
Q4 		$100 Hold
60
– – ﹤0.01% 793
2025
Q3 		$161 Hold
60
– – ﹤0.01% 772
2025
Q2 		$73 Hold
60
– – ﹤0.01% 763
2025
Q1 		$85 Hold
60
– – ﹤0.01% 781
2024
Q4 		$107 Hold
60
– – ﹤0.01% 892
2024
Q3 		$124 Hold
60
– – ﹤0.01% 859
2024
Q2 		$114 Hold
60
– – ﹤0.01% 764
2024
Q1 		$120 Hold
60
– – ﹤0.01% 824
2023
Q4 		$98 Hold
60
– – ﹤0.01% 799
2023
Q3 		$114 Hold
60
– – ﹤0.01% 741
2023
Q2 		$82 Hold
60
– – ﹤0.01% 773
2023
Q1 		$96 Hold
60
– – ﹤0.01% 774
2022
Q4 		$125 Hold
60
– – ﹤0.01% 824
2022
Q3 		$0 Hold
60
– – ﹤0.01% 1052
2022
Q2 		$0 Hold
60
– – ﹤0.01% 1049
2022
Q1 		$0 Hold
60
– – ﹤0.01% 988
2021
Q4 		$0 Hold
60
– – ﹤0.01% 1091
2021
Q3 		$0 Hold
60
– – ﹤0.01% 1011
2021
Q2 		$1K Buy
60
+20
+50% +$183 ﹤0.01% 920
2021
Q1 		$0 Buy
+40
New +$475 ﹤0.01% 1114

Other funds holding SNDL

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CC
Cannell Capital Alta, Wyoming $149M AUM 39.81% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
AI
AdvisorShares Investments Bethesda, Maryland $828M AUM 37.72% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
EMCIP
Ewing Morris & Co Investment Partners Toronto, Ontario, Canada $191M AUM 23.88% 1-Year Est. Return

Plante Moran Financial Advisors's SNDL Position: Q1 2026 in Review

Plante Moran Financial Advisors sold out of Sundial Growers (SNDL) in Q1 2026, closing a stake of 60 shares — an estimated $100 sold.

Plante Moran Financial Advisors first reported a position in SNDL in Q1 2021 and held it in 20 quarters. The position peaked at $1K in Q2 2021. 111 funds tracked by Wall St. Rank hold SNDL as of Q1 2026.

  • Plante Moran Financial Advisors reported no remaining Sundial Growers position as of Q1 2026 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 60 Sundial Growers shares in Q1 2026, an estimated $100.
  • Plante Moran Financial Advisors first reported a position in Sundial Growers in Q1 2021 and held it in 20 quarters.
  • Plante Moran Financial Advisors's Sundial Growers position peaked at $1K in Q2 2021.
  • 111 funds tracked by Wall St. Rank held Sundial Growers as of Q1 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.