SageView Advisory Group’s Ceco Environmental CECO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$832K	Sell	9,167 -14,649	-62%	-$1.16M	0.03%	273
2026 Q1	$1.42M	Sell	23,816 -25	-0.1%	-$1.61K	0.05%	188
2025 Q4	$1.43M	Sell	23,841 -258	-1%	-$13.8K	0.05%	206
2025 Q3	$1.23M	Sell	24,099 -5,496	-19%	-$233K	0.04%	237
2025 Q2	$1.03M	Buy	29,595 +290	+1%	+$7.22K	0.04%	237
2025 Q1	$668K	Buy	29,305 +465	+2%	+$12.4K	0.03%	284
2024 Q4	$872K	Hold	28,840	–	–	0.04%	241
2024 Q3	$813K	Buy	28,840 +13,615	+89%	+$383K	0.04%	227
2024 Q2	$439K	Sell	15,225 -21,152	-58%	-$512K	0.02%	361
2024 Q1	$837K	Buy	36,377 +17,232	+90%	+$355K	0.04%	225
2023 Q4	$381K	Sell	19,145 -16,617	-46%	-$303K	0.02%	450
2023 Q3	$571K	Buy	35,762 +630	+2%	+$8.62K	0.03%	313
2023 Q2	$469K	Buy	35,132 +1,575	+5%	+$19.6K	0.03%	364
2023 Q1	$469K	Hold	33,557	–	–	0.03%	318
2022 Q4	$392K	Buy	+33,557	New	+$380K	0.03%	280

Other funds holding CECO

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

DCM

Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return

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

DSCM

Divisadero Street Capital Management Miami, Florida $4.41B AUM 90.53% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

SageView Advisory Group's CECO Position: Q2 2026 in Review

SageView Advisory Group reduced its Ceco Environmental (CECO) stake by 62% in Q2 2026, selling an estimated $1.16M and leaving 9,167 shares worth $832K. The position accounts for 0.03% of the portfolio, ranked #273.

SageView Advisory Group first reported a position in CECO in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.43M in Q4 2025. 343 funds tracked by Wall St. Rank hold CECO as of Q2 2026.

SageView Advisory Group held 9,167 shares of Ceco Environmental worth $832K as of Q2 2026.
SageView Advisory Group sold 14,649 Ceco Environmental shares in Q2 2026, an estimated $1.16M.
Ceco Environmental made up 0.03% of SageView Advisory Group's portfolio in Q2 2026, its #273 holding.
SageView Advisory Group first reported a position in Ceco Environmental in Q4 2022 and has held it in 15 quarters since.
SageView Advisory Group's Ceco Environmental position peaked at $1.43M in Q4 2025.
343 funds tracked by Wall St. Rank held Ceco Environmental as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.