Creative Planning’s Sage Therapeutics SAGE Stock Holding History

Creative Planning’s Portfolio SAGE Stock Details SAGE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-1,000	Closed	-$11K	–	2094
2019 Q3	$11K	Buy	+1,000	New	+$167K	﹤0.01%	1899

Other funds holding SAGE

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Creative Planning's SAGE Position: Q3 2025 in Review

Creative Planning sold out of Sage Therapeutics (SAGE) in Q3 2025, closing a stake of 25,143 shares — an estimated $229K sold.

Creative Planning first reported a position in SAGE in Q3 2014 and held it in 21 quarters. The position peaked at $469K in Q2 2019. 5 funds tracked by Wall St. Rank hold SAGE as of Q3 2025.

Creative Planning reported no remaining Sage Therapeutics position as of Q3 2025 after selling out during the quarter.
Creative Planning sold 25,143 Sage Therapeutics shares in Q3 2025, an estimated $229K.
Creative Planning first reported a position in Sage Therapeutics in Q3 2014 and held it in 21 quarters.
Creative Planning's Sage Therapeutics position peaked at $469K in Q2 2019.
5 funds tracked by Wall St. Rank held Sage Therapeutics as of Q3 2025.

Based on Creative Planning's 13F filing for Q3 2025, filed 14 Nov 2025.