SOA Wealth Advisors’s Canopy Growth CGC Stock Holding History

SOA Wealth 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 Q2	$48	Hold	51	–	–	﹤0.01%	878
2026 Q1	$48	Hold	51	–	–	﹤0.01%	852
2025 Q4	$58	Hold	51	–	–	﹤0.01%	846
2025 Q3	$74	Hold	51	–	–	﹤0.01%	864
2025 Q2	$62	Hold	51	–	–	﹤0.01%	853
2025 Q1	$46	Hold	51	–	–	﹤0.01%	868
2024 Q4	$140	Hold	51	–	–	﹤0.01%	835
2024 Q3	$246	Hold	51	–	–	﹤0.01%	781
2024 Q2	$329	Hold	51	–	–	﹤0.01%	782
2024 Q1	$440	Sell	51 -15	-23%	-$65	﹤0.01%	813
2023 Q4	$337	Sell	66 -2	-3%	-$12	﹤0.01%	823
2023 Q3	$533	Sell	68 -6	-8%	-$37	﹤0.01%	819
2023 Q2	$286	Hold	74	–	–	﹤0.01%	858
2023 Q1	$1.29K	Hold	74	–	–	﹤0.01%	771
2022 Q4	$1.7K	Sell	74 -10	-12%	-$308	﹤0.01%	751
2022 Q3	$2K	Hold	84	–	–	﹤0.01%	699
2022 Q2	$2K	Hold	84	–	–	﹤0.01%	688
2022 Q1	$6K	Hold	84	–	–	﹤0.01%	654
2021 Q4	$7K	Hold	84	–	–	﹤0.01%	616
2021 Q3	$11K	Hold	84	–	–	﹤0.01%	565
2021 Q2	$20K	Hold	84	–	–	0.01%	458
2021 Q1	$26K	Buy	84 +25	+42%	+$8.85K	0.01%	353
2020 Q4	$30K	Buy	+59	New	+$13.5K	0.01%	331

Other funds holding CGC

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

GFS Advisors Houston, Texas $948M AUM 41.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

SOA Wealth Advisors's CGC Position: Q2 2026 in Review

SOA Wealth Advisors held its Canopy Growth (CGC) position steady in Q2 2026 at 51 shares worth $48. The position accounts for ﹤0.01% of the portfolio, ranked #878.

SOA Wealth Advisors first reported a position in CGC in Q4 2020 and has held it in 23 quarters since. The position peaked at $30K in Q4 2020. 214 funds tracked by Wall St. Rank hold CGC as of Q2 2026.

SOA Wealth Advisors held 51 shares of Canopy Growth worth $48 as of Q2 2026.
SOA Wealth Advisors left its Canopy Growth share count unchanged in Q2 2026.
Canopy Growth made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #878 holding.
SOA Wealth Advisors first reported a position in Canopy Growth in Q4 2020 and has held it in 23 quarters since.
SOA Wealth Advisors's Canopy Growth position peaked at $30K in Q4 2020.
214 funds tracked by Wall St. Rank held Canopy Growth as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.