NICOLA WEALTH MANAGEMENT LTD. STN — STANTEC INC

Ownership history in NICOLA WEALTH MANAGEMENT LTD.  ·  16 quarters on record

AI Ownership Summary

NICOLA WEALTH MANAGEMENT LTD. reported STANTEC INC (STN) in 16 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 2.1% in 2026 Q1. The latest visible filing shows STN at 2.10% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this STN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was NICOLA WEALTH MANAGEMENT LTD.'s position in STANTEC INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

STN was reported at 2.10% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.1% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

STN stock page NICOLA WEALTH MANAGEMENT LTD. fund profile NICOLA WEALTH MANAGEMENT LTD. full holdings
How NICOLA WEALTH MANAGEMENT LTD. held STN — position size vs. price
% of Fund (quarterly)    STN price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 202,800 +138,200 +213.9% 2.10% $17.5M 2026-05-07 $91.14
2025 Q4 REDUCED 20.4% -8.2% ✅ 64,600 -16,600 -20.4% 0.55% $6.1M 2026-02-09 $102.35
2025 Q3 ADDED — — — 81,200 +22,100 +37.4% 0.78% $8.8M 2025-10-31 $110.65
2025 Q2 UNCHANGED — — — 59,100 — 0% 0.60% $6.4M 2025-08-11 $108.86
2025 Q1 ADDED — — — 59,100 +2,206 +3.9% 0.57% $7.0M 2025-05-08 $93.52
2024 Q2 REDUCED 14.4% -3.6% ✅ 56,894 -9,600 -14.4% 0.58% $6.5M 2024-07-31 $87.18
2024 Q1 REDUCED 16.7% -1.2% ✅ 66,494 -13,300 -16.7% 0.72% $7.5M 2024-05-10 $80.03
2023 Q4 REDUCED 7.3% +2.7% ❌ 79,794 -6,306 -7.3% 0.89% $8.5M 2024-02-08 $80.38
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding STN

As of 2026 Q1 — sorted by position size

Martin Investment Management, LLC 3Y 7Y 4.77% ECOFI INVESTISSEMENTS SA 4.74% BCV Asset Management Inc. 3.05% NIA IMPACT ADVISORS, LLC 3Y 2.6% LOUISBOURG INVESTMENTS INC. 1.28% QV Investors Inc. 3Y 7Y 1.12% GUARDIAN CAPITAL LP 3Y 7Y 0.83% CIDEL ASSET MANAGEMENT INC 3Y 7Y 0.77% Fiera Capital Corp 3Y 7Y 0.6% Caldwell Investment Management Ltd. 3Y 0.59%

FAQ About NICOLA WEALTH MANAGEMENT LTD. and STN

These are the practical questions this page is built to answer before you even open the full history table.

How long has NICOLA WEALTH MANAGEMENT LTD. reported owning STN?

NICOLA WEALTH MANAGEMENT LTD. reported STN across 8 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported STN position in NICOLA WEALTH MANAGEMENT LTD.'s portfolio?

The largest reported portfolio weight for STN was 2.10% in 2026 Q1.

What is the latest reported STN position on this page?

The most recent filing on this page is 2026 Q1, when NICOLA WEALTH MANAGEMENT LTD. reported 202,800 shares, equal to 2.10% of portfolio, with an estimated market value of $17.5M.

What does the chart on this STN ownership page compare?

The chart compares NICOLA WEALTH MANAGEMENT LTD.'s quarterly STN portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did NICOLA WEALTH MANAGEMENT LTD. time their STN position?

Based on 13F filing dates vs. subsequent STN price moves, NICOLA WEALTH MANAGEMENT LTD. correctly timed 5 out of 12 reported position changes (42%). The annualised alpha on STN relative to SPY over the holding period was -8.9%.

← Back to NICOLA WEALTH MANAGEMENT LTD. Holdings