SIC
AUNA

Sage Investment Counsel’s Auna AUNA Stock Holding History

Sage Investment Counsel’s Portfolio AUNA Stock Details AUNA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$215K Buy
42,000
+15,000
+56% +$75.7K 0.22% 109
2026
Q1 		$149K Buy
27,000
+11,000
+69% +$56.2K 0.17% 115
2025
Q4 		$78.7K Buy
16,000
+6,000
+60% +$32.5K 0.09% 120
2025
Q3 		$67.2K Buy
+10,000
New +$63.4K 0.07% 119

Other funds holding AUNA

VSI
Verde Servicos Internacionais Sao Paulo, Brazil $273M AUM 17.36% 1-Year Est. Return
PHS
Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 37.36% 1-Year Est. Return
DAM
Deltec Asset Management New York $677M AUM 31.67% 1-Year Est. Return
BMCM
Burns Matteson Capital Management Corning, New York $320M AUM 71.11% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
BFS
Bare Financial Services Gap, Pennsylvania $436M AUM 20.22% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

Sage Investment Counsel's AUNA Position: Q2 2026 in Review

Sage Investment Counsel increased its Auna (AUNA) stake by 56% in Q2 2026, buying an estimated $75.7K and bringing the position to 42,000 shares worth $215K. The position accounts for 0.22% of the portfolio, ranked #109.

Sage Investment Counsel first reported a position in AUNA in Q3 2025 and has held it in 4 quarters since. 9 funds tracked by Wall St. Rank hold AUNA as of Q2 2026.

  • Sage Investment Counsel held 42,000 shares of Auna worth $215K as of Q2 2026.
  • Sage Investment Counsel bought 15,000 Auna shares in Q2 2026, an estimated $75.7K.
  • Auna made up 0.22% of Sage Investment Counsel's portfolio in Q2 2026, its #109 holding.
  • Sage Investment Counsel first reported a position in Auna in Q3 2025 and has held it in 4 quarters since.
  • 9 funds tracked by Wall St. Rank held Auna as of Q2 2026.

Based on Sage Investment Counsel's 13F filing for Q2 2026, filed 22 Jul 2026.