WE
STKL

Wealth Effects’s SunOpta STKL Stock Holding History

Wealth Effects’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
-24,500
Closed -$93.1K – 250
2025
Q4 		$93.1K Buy
24,500
+1,000
+4% +$4.54K 0.03% 212
2025
Q3 		$138K Buy
23,500
+3,600
+18% +$22.3K 0.04% 208
2025
Q2 		$115K Sell
19,900
-100
-0.5% -$525 0.04% 199
2025
Q1 		$97.2K Sell
20,000
-35,800
-64% -$238K 0.04% 192
2024
Q4 		$430K Sell
55,800
-15,400
-22% -$109K 0.15% 119
2024
Q3 		$454K Sell
71,200
-10,500
-13% -$61.5K 0.16% 116
2024
Q2 		$441K Sell
81,700
-2,200
-3% -$12.9K 0.16% 115
2024
Q1 		$576K Sell
83,900
-3,500
-4% -$21.6K 0.21% 96
2023
Q4 		$478K Buy
87,400
+10,050
+13% +$44K 0.18% 110
2023
Q3 		$261K Buy
77,350
+8,260
+12% +$41.4K 0.13% 141
2023
Q2 		$462K Sell
69,090
-1,500
-2% -$11.3K 0.2% 100
2023
Q1 		$544K Hold
70,590
– – 0.28% 79
2022
Q4 		$596K Sell
70,590
-13,000
-16% -$123K 0.34% 71
2022
Q3 		$761K Sell
83,590
-360
-0.4% -$3.41K 0.47% 51
2022
Q2 		$653K Buy
83,950
+6,750
+9% +$44.5K 0.39% 62
2022
Q1 		$388K Buy
77,200
+3,150
+4% +$16.6K 0.18% 106
2021
Q4 		$515K Buy
+74,050
New +$536K 0.21% 101

Other funds holding STKL

OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
CLG
Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
AAM
Alpine Associates Management Palm Beach, Florida $1.7B AUM 97.55% 1-Year Est. Return
GCL
Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Wealth Effects's STKL Position: Q1 2026 in Review

Wealth Effects sold out of SunOpta (STKL) in Q1 2026, closing a stake of 24,500 shares — an estimated $93.1K sold.

Wealth Effects first reported a position in STKL in Q4 2021 and held it in 17 quarters. The position peaked at $761K in Q3 2022. 199 funds tracked by Wall St. Rank hold STKL as of Q1 2026.

  • Wealth Effects reported no remaining SunOpta position as of Q1 2026 after selling out during the quarter.
  • Wealth Effects sold 24,500 SunOpta shares in Q1 2026, an estimated $93.1K.
  • Wealth Effects first reported a position in SunOpta in Q4 2021 and held it in 17 quarters.
  • Wealth Effects's SunOpta position peaked at $761K in Q3 2022.
  • 199 funds tracked by Wall St. Rank held SunOpta as of Q1 2026.

Based on Wealth Effects's 13F filing for Q1 2026, filed 21 Apr 2026.