Sage Mountain Advisors’s PSQ Holdings PSQH Stock Holding History

Sage Mountain Advisors’s Portfolio PSQH Stock Details PSQH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$29.2K	Hold	4,825	–	–	﹤0.01%	280
2026 Q1	$38.4K	Sell	4,825 -18	-0.4%	-$214	﹤0.01%	252
2025 Q4	$74.8K	Sell	4,843 -19	-0.4%	-$471	﹤0.01%	517
2025 Q3	$139K	Hold	4,862	–	–	0.01%	478
2025 Q2	$149K	Buy	4,862 +37	+0.8%	+$1.13K	0.01%	421
2025 Q1	$166K	Hold	4,825	–	–	0.01%	384
2024 Q4	$329K	Hold	4,825	–	–	0.02%	276
2024 Q3	$178K	Hold	4,825	–	–	0.02%	389
2024 Q2	$273K	Hold	4,825	–	–	0.03%	275
2024 Q1	$389K	Hold	4,825	–	–	0.04%	196
2023 Q4	$379K	Hold	4,825	–	–	0.04%	165
2023 Q3	$657K	Buy	+4,825	New	+$859K	0.09%	95

Other funds holding PSQH

CAS

Coppell Advisory Solutions Coppell, Texas $1.21B AUM 20.39% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Sepio Capital Salt Lake City, Utah $1.99B AUM 22.34% 1-Year Est. Return

HIS

Harvest Investment Services Oakbrook Terrace, Illinois $647M AUM 89.3% 1-Year Est. Return

GCP

GSA Capital Partners London, United Kingdom $1.59B AUM 39.81% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Sage Mountain Advisors's PSQH Position: Q2 2026 in Review

Sage Mountain Advisors held its PSQ Holdings (PSQH) position steady in Q2 2026 at 4,825 shares worth $29.2K. The position accounts for ﹤0.01% of the portfolio, ranked #280.

Sage Mountain Advisors first reported a position in PSQH in Q3 2023 and has held it in 12 quarters since. The position peaked at $657K in Q3 2023. 65 funds tracked by Wall St. Rank hold PSQH as of Q2 2026.

Sage Mountain Advisors held 4,825 shares of PSQ Holdings worth $29.2K as of Q2 2026.
Sage Mountain Advisors left its PSQ Holdings share count unchanged in Q2 2026.
PSQ Holdings made up ﹤0.01% of Sage Mountain Advisors's portfolio in Q2 2026, its #280 holding.
Sage Mountain Advisors first reported a position in PSQ Holdings in Q3 2023 and has held it in 12 quarters since.
Sage Mountain Advisors's PSQ Holdings position peaked at $657K in Q3 2023.
65 funds tracked by Wall St. Rank held PSQ Holdings as of Q2 2026.

Based on Sage Mountain Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.