SageView Advisory Group’s Grayscale Ethereum Staking ETF Shares ETHE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-9,095	Closed	-$222K	–	2536
2025 Q4	$222K	Buy	9,095 +1,476	+19%	+$41.9K	0.01%	564
2025 Q3	$261K	Buy	+7,619	New	+$247K	0.01%	556
2025 Q1	–	Sell	-7,241	Closed	-$203K	–	625
2024 Q4	$203K	Buy	+7,241	New	+$187K	0.01%	573

Other funds holding ETHE

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

SOMRS

State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return

IAN

Integrated Advisors Network Dallas, Texas $2.18B AUM 30.3% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

ROC

Robertson Opportunity Capital Dallas, Texas $258M AUM 21.5% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return

PPW

Pasadena Private Wealth Pasadena, California $786M AUM 19.96% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

SageView Advisory Group's ETHE Position: Q1 2026 in Review

SageView Advisory Group sold out of Grayscale Ethereum Staking ETF Shares (ETHE) in Q1 2026, closing a stake of 9,095 shares — an estimated $222K sold.

SageView Advisory Group first reported a position in ETHE in Q4 2024 and held it in 3 quarters. The position peaked at $261K in Q3 2025. 262 funds tracked by Wall St. Rank hold ETHE as of Q1 2026.

SageView Advisory Group reported no remaining Grayscale Ethereum Staking ETF Shares position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 9,095 Grayscale Ethereum Staking ETF Shares shares in Q1 2026, an estimated $222K.
SageView Advisory Group first reported a position in Grayscale Ethereum Staking ETF Shares in Q4 2024 and held it in 3 quarters.
SageView Advisory Group's Grayscale Ethereum Staking ETF Shares position peaked at $261K in Q3 2025.
262 funds tracked by Wall St. Rank held Grayscale Ethereum Staking ETF Shares as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.