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Mark Sheptoff Financial Planning’s Saic SAIC Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio SAIC Stock Details SAIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-16
Closed -$1.8K – 532
2025
Q2 		$1.8K Buy
+16
New +$1.82K ﹤0.01% 476

Other funds holding SAIC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Mark Sheptoff Financial Planning's SAIC Position: Q3 2025 in Review

Mark Sheptoff Financial Planning sold out of Saic (SAIC) in Q3 2025, closing a stake of 16 shares — an estimated $1.8K sold.

Mark Sheptoff Financial Planning first reported a position in SAIC in Q2 2025 and held it in 1 quarter. The position peaked at $1.8K in Q2 2025. 410 funds tracked by Wall St. Rank hold SAIC as of Q3 2025.

  • Mark Sheptoff Financial Planning reported no remaining Saic position as of Q3 2025 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 16 Saic shares in Q3 2025, an estimated $1.8K.
  • Mark Sheptoff Financial Planning first reported a position in Saic in Q2 2025 and held it in 1 quarter.
  • Mark Sheptoff Financial Planning's Saic position peaked at $1.8K in Q2 2025.
  • 410 funds tracked by Wall St. Rank held Saic as of Q3 2025.

Based on Mark Sheptoff Financial Planning's 13F filing for Q3 2025, filed 13 Nov 2025.