UBS Group’s SunOpta STKL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $673K | Buy |
103,803
+47,890
| +86% | +$271K | ﹤0.01% | 5845 |
|
|
2025
Q4 | $212K | Buy |
55,913
+2,580
| +5% | +$11.7K | ﹤0.01% | 6547 |
|
|
2025
Q3 | $313K | Sell |
53,333
-187,480
| -78% | -$1.16M | ﹤0.01% | 6415 |
|
|
2025
Q2 | $1.4M | Buy |
240,813
+112,077
| +87% | +$589K | ﹤0.01% | 5151 |
|
|
2025
Q1 | $626K | Buy |
128,736
+35,949
| +39% | +$239K | ﹤0.01% | 5683 |
|
|
2024
Q4 | $714K | Sell |
92,787
-6,941
| -7% | -$49.1K | ﹤0.01% | 5591 |
|
|
2024
Q3 | $636K | Buy |
99,728
+31,023
| +45% | +$182K | ﹤0.01% | 5039 |
|
|
2024
Q2 | $371K | Sell |
68,705
-59,518
| -46% | -$350K | ﹤0.01% | 5228 |
|
|
2024
Q1 | $881K | Sell |
128,223
-6,552
| -5% | -$40.5K | ﹤0.01% | 4699 |
|
|
2023
Q4 | $737K | Buy |
134,775
+55,482
| +70% | +$243K | ﹤0.01% | 4760 |
|
|
2023
Q3 | $267K | Sell |
79,293
-4,524
| -5% | -$22.7K | ﹤0.01% | 5158 |
|
|
2023
Q2 | $561K | Buy |
83,817
+30,730
| +58% | +$231K | ﹤0.01% | 4725 |
|
|
2023
Q1 | $409K | Sell |
53,087
-7,506
| -12% | -$60.1K | ﹤0.01% | 4847 |
|
|
2022
Q4 | $511K | Buy |
60,593
+10,845
| +22% | +$102K | ﹤0.01% | 4683 |
|
|
2022
Q3 | $453K | Buy |
49,748
+32,007
| +180% | +$304K | ﹤0.01% | 4424 |
|
|
2022
Q2 | $138K | Sell |
17,741
-8,670
| -33% | -$57.1K | ﹤0.01% | 5189 |
|
|
2022
Q1 | $133K | Sell |
26,411
-44,461
| -63% | -$234K | ﹤0.01% | 5690 |
|
|
2021
Q4 | $493K | Sell |
70,872
-89,213
| -56% | -$646K | ﹤0.01% | 4990 |
|
|
2021
Q3 | $1.43M | Sell |
160,085
-130,099
| -45% | -$1.31M | ﹤0.01% | 3879 |
|
|
2021
Q2 | $3.55M | Buy |
290,184
+19,257
| +7% | +$251K | ﹤0.01% | 3034 |
|
|
2021
Q1 | $4M | Buy |
270,927
+149,561
| +123% | +$2.14M | ﹤0.01% | 2855 |
|
|
2020
Q4 | $1.42M | Buy |
121,366
+90,966
| +299% | +$801K | ﹤0.01% | 3727 |
|
|
2020
Q3 | $226K | Buy |
30,400
+17,444
| +135% | +$111K | ﹤0.01% | 4725 |
|
|
2020
Q2 | $61K | Buy |
12,956
+10,227
| +375% | +$36.2K | ﹤0.01% | 5703 |
|
|
2020
Q1 | $5K | Sell |
2,729
-1,117
| -29% | -$2.79K | ﹤0.01% | 7320 |
|
|
2019
Q4 | $10K | Sell |
3,846
-480
| -11% | -$1.07K | ﹤0.01% | 7295 |
|
|
2019
Q3 | $8K | Sell |
4,326
-71,823
| -94% | -$186K | ﹤0.01% | 7292 |
|
|
2019
Q2 | $251K | Buy |
76,149
+69,648
| +1,071% | +$257K | ﹤0.01% | 4773 |
|
|
2019
Q1 | $22K | Buy |
6,501
+1,405
| +28% | +$5.44K | ﹤0.01% | 6239 |
|
|
2018
Q4 | $20K | Sell |
5,096
-4,531,169
| -100% | -$25.8M | ﹤0.01% | 6796 |
|
|
2018
Q3 | $33.3M | Sell |
4,536,265
-138,772
| -3% | -$1.11M | 0.01% | 882 |
|
|
2018
Q2 | $39.3M | Sell |
4,675,037
-1,816,242
| -28% | -$13.7M | 0.02% | 778 |
|
|
2018
Q1 | $46.1M | Sell |
6,491,279
-8,029
| -0.1% | -$59.6K | 0.02% | 680 |
|
|
2017
Q4 | $50.4M | Buy |
6,499,308
+716,137
| +12% | +$5.97M | 0.02% | 671 |
|
|
2017
Q3 | $50.3M | Buy |
5,783,171
+83,474
| +1% | +$758K | 0.02% | 589 |
|
|
2017
Q2 | $58.1M | Buy |
5,699,697
+105,429
| +2% | +$882K | 0.03% | 522 |
|
|
2017
Q1 | $38.9M | Sell |
5,594,268
-114,700
| -2% | -$823K | 0.02% | 658 |
|
|
2016
Q4 | $40.2M | Buy |
5,708,968
+2,030,605
| +55% | +$14.1M | 0.02% | 643 |
|
|
2016
Q3 | $26M | Buy |
3,678,363
+531,783
| +17% | +$3.23M | 0.02% | 818 |
|
|
2016
Q2 | $13.2M | Buy |
3,146,580
+318,809
| +11% | +$1.47M | 0.01% | 1203 |
|
|
2016
Q1 | $12.6M | Buy |
2,827,771
+720,824
| +34% | +$3.94M | 0.01% | 1170 |
|
|
2015
Q4 | $14.4M | Buy |
2,106,947
+2,020,037
| +2,324% | +$12.5M | 0.01% | 1155 |
|
|
2015
Q3 | $423K | Sell |
86,910
-290,884
| -77% | -$2.64M | ﹤0.01% | 4043 |
|
|
2015
Q2 | $4.05M | Buy |
377,794
+45,736
| +14% | +$483K | ﹤0.01% | 2291 |
|
|
2015
Q1 | $3.53M | Buy |
332,058
+114,439
| +53% | +$1.25M | ﹤0.01% | 2386 |
|
|
2014
Q4 | $2.58M | Buy |
+217,619
| New | +$2.72M | ﹤0.01% | 2659 |
|
Other funds holding STKL
OCM
CLG
AAM
GCL
UBS Group's STKL Position: Q1 2026 in Review
UBS Group increased its SunOpta (STKL) stake by 86% in Q1 2026, buying an estimated $271K and bringing the position to 103,803 shares worth $673K. The position accounts for ﹤0.01% of the portfolio, ranked #5845.
UBS Group first reported a position in STKL in Q4 2014 and has held it in 46 quarters since. The position peaked at $58.1M in Q2 2017. 199 funds tracked by Wall St. Rank hold STKL as of Q1 2026.
- UBS Group held 103,803 shares of SunOpta worth $673K as of Q1 2026.
- UBS Group bought 47,890 SunOpta shares in Q1 2026, an estimated $271K.
- SunOpta made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #5845 holding.
- UBS Group first reported a position in SunOpta in Q4 2014 and has held it in 46 quarters since.
- UBS Group's SunOpta position peaked at $58.1M in Q2 2017.
- 199 funds tracked by Wall St. Rank held SunOpta as of Q1 2026.
Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.