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Sage Private Wealth Group’s Best Buy BBY Stock Holding History

Sage Private Wealth Group’s Portfolio BBY Stock Details BBY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$499K Buy
6,575
+128
+2% +$8.5K 0.22% 55
2026
Q1 		$414K Buy
6,447
+2,381
+59% +$156K 0.21% 61
2025
Q4 		$272K Sell
4,066
-43
-1% -$3.28K 0.15% 79
2025
Q3 		$311K Buy
4,109
+123
+3% +$8.82K 0.17% 80
2025
Q2 		$268K Buy
+3,986
New +$271K 0.17% 75
2025
Q1 		– Sell
-2,671
Closed -$229K – 89
2024
Q4 		$229K Buy
2,671
+84
+3% +$7.67K 0.17% 76
2024
Q3 		$267K Sell
2,587
-557
-18% -$50.2K 0.21% 78
2024
Q2 		$265K Buy
3,144
+629
+25% +$49.9K 0.22% 70
2024
Q1 		$206K Buy
+2,515
New +$191K 0.17% 80
2022
Q4 		– Sell
-2,229
Closed -$141K – 60
2022
Q3 		$141K Sell
2,229
-451
-17% -$33.4K 0.19% 60
2022
Q2 		$175K Buy
2,680
+479
+22% +$39.9K 0.25% 48
2022
Q1 		$200K Buy
2,201
+342
+18% +$33.9K 0.19% 51
2021
Q4 		$188K Buy
1,859
+95
+5% +$10.8K 0.23% 52
2021
Q3 		$187K Buy
1,764
+45
+3% +$5.05K 0.26% 48
2021
Q2 		$198K Buy
1,719
+46
+3% +$5.37K 0.27% 46
2021
Q1 		$192K Sell
1,673
-60
-3% -$6.72K 0.33% 42
2020
Q4 		$173K Buy
+1,733
New +$194K 0.48% 42

Other funds holding BBY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Sage Private Wealth Group's BBY Position: Q2 2026 in Review

Sage Private Wealth Group increased its Best Buy (BBY) stake by 2% in Q2 2026, buying an estimated $8.5K and bringing the position to 6,575 shares worth $499K. The position accounts for 0.22% of the portfolio, ranked #55.

Sage Private Wealth Group first reported a position in BBY in Q4 2020 and has held it in 17 quarters since. 546 funds tracked by Wall St. Rank hold BBY as of Q2 2026.

  • Sage Private Wealth Group held 6,575 shares of Best Buy worth $499K as of Q2 2026.
  • Sage Private Wealth Group bought 128 Best Buy shares in Q2 2026, an estimated $8.5K.
  • Best Buy made up 0.22% of Sage Private Wealth Group's portfolio in Q2 2026, its #55 holding.
  • Sage Private Wealth Group first reported a position in Best Buy in Q4 2020 and has held it in 17 quarters since.
  • 546 funds tracked by Wall St. Rank held Best Buy as of Q2 2026.

Based on Sage Private Wealth Group's 13F filing for Q2 2026, filed 6 Aug 2026.