SageView Advisory Group’s Array Digital Infrastructure AD Stock Holding History

SageView Advisory Group’s Portfolio AD Stock Details AD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$53.6K	Sell	1,000 -6,000	-86%	-$296K	﹤0.01%	1042
2025 Q3	$350K	Hold	7,000	–	–	0.01%	470
2025 Q2	$499K	Hold	7,000	–	–	0.02%	368
2025 Q1	$484K	Hold	7,000	–	–	0.02%	354
2024 Q4	$439K	Hold	7,000	–	–	0.02%	367
2024 Q3	$383K	Hold	7,000	–	–	0.02%	342
2024 Q2	$391K	Buy	+7,000	New	+$308K	0.02%	379
2024 Q1	–	Sell	-7,000	Closed	-$310K	–	816
2023 Q4	$310K	Buy	+7,000	New	+$297K	0.01%	500

Other funds holding AD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

JCAM

Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return

Newtyn Management New York $936M AUM 27.23% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

OCM

Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return

Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

SageView Advisory Group's AD Position: Q4 2025 in Review

SageView Advisory Group reduced its Array Digital Infrastructure (AD) stake by 86% in Q4 2025, selling an estimated $296K and leaving 1,000 shares worth $53.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1042.

SageView Advisory Group first reported a position in AD in Q4 2023 and has held it in 8 quarters since. The position peaked at $499K in Q2 2025. 146 funds tracked by Wall St. Rank hold AD as of Q4 2025.

SageView Advisory Group held 1,000 shares of Array Digital Infrastructure worth $53.6K as of Q4 2025.
SageView Advisory Group sold 6,000 Array Digital Infrastructure shares in Q4 2025, an estimated $296K.
Array Digital Infrastructure made up ﹤0.01% of SageView Advisory Group's portfolio in Q4 2025, its #1042 holding.
SageView Advisory Group first reported a position in Array Digital Infrastructure in Q4 2023 and has held it in 8 quarters since.
SageView Advisory Group's Array Digital Infrastructure position peaked at $499K in Q2 2025.
146 funds tracked by Wall St. Rank held Array Digital Infrastructure as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.