SageView Advisory Group’s Columbia Sportswear COLM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$268K	Sell	4,343 -325	-7%	-$20.1K	0.01%	528
2026 Q1	$256K	Sell	4,668 -18	-0.4%	-$1.03K	0.01%	508
2025 Q4	$258K	Buy	4,686 +21	+0.5%	+$1.12K	0.01%	523
2025 Q3	$244K	Sell	4,665 -15	-0.3%	-$843	0.01%	575
2025 Q2	$283K	Buy	4,680 +890	+23%	+$57.3K	0.01%	511
2025 Q1	$287K	Buy	3,790 +92	+2%	+$7.67K	0.01%	479
2024 Q4	$310K	Hold	3,698	–	–	0.01%	457
2024 Q3	$308K	Buy	+3,698	New	+$297K	0.02%	384
2024 Q2	–	Sell	-3,683	Closed	-$299K	–	573
2024 Q1	$299K	Buy	+3,683	New	+$293K	0.02%	415
2023 Q4	–	Sell	-3,623	Closed	-$268K	–	671
2023 Q3	$268K	Buy	3,623 +85	+2%	+$6.33K	0.02%	443
2023 Q2	$273K	Buy	3,538 +105	+3%	+$8.46K	0.02%	466
2023 Q1	$310K	Buy	3,433 +63	+2%	+$5.65K	0.02%	381
2022 Q4	$295K	Buy	+3,370	New	+$271K	0.02%	323

Other funds holding COLM

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

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

BPWM

Badgley Phelps Wealth Managers Seattle, Washington $5.71B AUM 30.33% 1-Year Est. Return

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

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

SageView Advisory Group reduced its Columbia Sportswear (COLM) stake by 7% in Q2 2026, selling an estimated $20.1K and leaving 4,343 shares worth $268K. The position accounts for 0.01% of the portfolio, ranked #528.

SageView Advisory Group first reported a position in COLM in Q4 2022 and has held it in 13 quarters since. The position peaked at $310K in Q4 2024. 325 funds tracked by Wall St. Rank hold COLM as of Q2 2026.

SageView Advisory Group held 4,343 shares of Columbia Sportswear worth $268K as of Q2 2026.
SageView Advisory Group sold 325 Columbia Sportswear shares in Q2 2026, an estimated $20.1K.
Columbia Sportswear made up 0.01% of SageView Advisory Group's portfolio in Q2 2026, its #528 holding.
SageView Advisory Group first reported a position in Columbia Sportswear in Q4 2022 and has held it in 13 quarters since.
SageView Advisory Group's Columbia Sportswear position peaked at $310K in Q4 2024.
325 funds tracked by Wall St. Rank held Columbia Sportswear as of Q2 2026.

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