Blue Trust Inc
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Blue Trust Inc’s SailPoint Inc SAIL Stock Holding History

Blue Trust Inc’s Portfolio SAIL Stock Details SAIL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-22,543
Closed -$330K – 2822
2026
Q2 		$330K Buy
22,543
+1,346
+6% +$18.3K ﹤0.01% 625
2026
Q1 		$281K Buy
21,197
+7,210
+52% +$113K ﹤0.01% 670
2025
Q4 		$283K Sell
13,987
-2,899
-17% -$60.4K ﹤0.01% 673
2025
Q3 		$373K Buy
16,886
+673
+4% +$14.1K ﹤0.01% 594
2025
Q2 		$371K Buy
+16,213
New +$306K ﹤0.01% 556

Other funds holding SAIL

Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Covea Finance
Covea Finance Paris, France $3.07B AUM 27.46% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
OF
Outfitter Financial Brunswick, Maine $137M AUM 28.64% 1-Year Est. Return
AMI Asset Management
AMI Asset Management Los Angeles, California $1.74B AUM 24.77% 1-Year Est. Return
Renaissance Capital
Renaissance Capital Stamford, Connecticut $145M AUM 53.16% 1-Year Est. Return
Inspire Investing
Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
OTL
Oak Thistle LLC New York $1.09B AUM 11.78% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Blue Trust Inc's SAIL Position: Q3 2026 in Review

Blue Trust Inc sold out of SailPoint Inc (SAIL) in Q3 2026, closing a stake of 22,543 shares — an estimated $330K sold.

Blue Trust Inc first reported a position in SAIL in Q2 2025 and held it in 5 quarters. The position peaked at $373K in Q3 2025. 32 funds tracked by Wall St. Rank hold SAIL as of Q3 2026.

  • Blue Trust Inc reported no remaining SailPoint Inc position as of Q3 2026 after selling out during the quarter.
  • Blue Trust Inc sold 22,543 SailPoint Inc shares in Q3 2026, an estimated $330K.
  • Blue Trust Inc first reported a position in SailPoint Inc in Q2 2025 and held it in 5 quarters.
  • Blue Trust Inc's SailPoint Inc position peaked at $373K in Q3 2025.
  • 32 funds tracked by Wall St. Rank held SailPoint Inc as of Q3 2026.

Based on Blue Trust Inc's 13F filing for Q3 2026, filed 15 Oct 2026.