SWIM
CGC

Smallwood Wealth Investment Management’s Canopy Growth CGC Stock Holding History

Smallwood Wealth Investment Management’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 		$69 Hold
73
– – ﹤0.01% 501
2026
Q1 		$69 Hold
73
– – ﹤0.01% 492
2025
Q4 		$83 Buy
73
+18
+33% +$23 ﹤0.01% 483
2025
Q3 		$80 Hold
55
– – ﹤0.01% 498
2025
Q2 		$67 Hold
55
– – ﹤0.01% 543
2025
Q1 		$50 Buy
+55
New +$97 ﹤0.01% 487

Other funds holding CGC

SWCM
Sullivan Wood Capital Management Washington, District of Columbia $73M AUM 37.63% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
BBA
Baader Bank Aktiengesellschaft Unterschleissheim, Germany $1.33B AUM 47.35% 1-Year Est. Return
LSA
Leonteq Securities AG Zurich, Switzerland $2.91B AUM 56.5% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
OWA
Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Smallwood Wealth Investment Management's CGC Position: Q2 2026 in Review

Smallwood Wealth Investment Management held its Canopy Growth (CGC) position steady in Q2 2026 at 73 shares worth $69. The position accounts for ﹤0.01% of the portfolio, ranked #501.

Smallwood Wealth Investment Management first reported a position in CGC in Q1 2025 and has held it in 6 quarters since. The position peaked at $83 in Q4 2025. 78 funds tracked by Wall St. Rank hold CGC as of Q2 2026.

  • Smallwood Wealth Investment Management held 73 shares of Canopy Growth worth $69 as of Q2 2026.
  • Smallwood Wealth Investment Management left its Canopy Growth share count unchanged in Q2 2026.
  • Canopy Growth made up ﹤0.01% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #501 holding.
  • Smallwood Wealth Investment Management first reported a position in Canopy Growth in Q1 2025 and has held it in 6 quarters since.
  • Smallwood Wealth Investment Management's Canopy Growth position peaked at $83 in Q4 2025.
  • 78 funds tracked by Wall St. Rank held Canopy Growth as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.