Steward Partners Investment Advisory’s SunOpta STKL Stock Holding History

Steward Partners Investment Advisory’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 Q1	–	Sell	-105,540	Closed	-$401K	–	4553
2025 Q4	$401K	Sell	105,540 -14,159	-12%	-$64.3K	﹤0.01%	1548
2025 Q3	$701K	Sell	119,699 -876	-0.7%	-$5.43K	﹤0.01%	1210
2025 Q2	$699K	Buy	120,575 +3,319	+3%	+$17.4K	0.01%	1139
2025 Q1	$570K	Buy	+117,256	New	+$780K	0.01%	1164
2023 Q3	–	Sell	-610	Closed	-$4.08K	–	3443
2023 Q2	$4.08K	Buy	+610	New	+$4.59K	﹤0.01%	2857

Other funds holding STKL

OCM

Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

CLG

Cooperman Leon G $3.55B AUM 41.85% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return

AAM

Alpine Associates Management Palm Beach, Florida $1.6B AUM 93.19% 1-Year Est. Return

GCL

Glazer Capital LLC New York $4.07B AUM 78.71% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Steward Partners Investment Advisory's STKL Position: Q1 2026 in Review

Steward Partners Investment Advisory sold out of SunOpta (STKL) in Q1 2026, closing a stake of 105,540 shares — an estimated $401K sold.

Steward Partners Investment Advisory first reported a position in STKL in Q2 2023 and held it in 5 quarters. The position peaked at $701K in Q3 2025. 198 funds tracked by Wall St. Rank hold STKL as of Q1 2026.

Steward Partners Investment Advisory reported no remaining SunOpta position as of Q1 2026 after selling out during the quarter.
Steward Partners Investment Advisory sold 105,540 SunOpta shares in Q1 2026, an estimated $401K.
Steward Partners Investment Advisory first reported a position in SunOpta in Q2 2023 and held it in 5 quarters.
Steward Partners Investment Advisory's SunOpta position peaked at $701K in Q3 2025.
198 funds tracked by Wall St. Rank held SunOpta as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.