SAG
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SageView Advisory Group’s Graham Corp GHM Stock Holding History

SageView Advisory Group’s Portfolio GHM Stock Details GHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$51.4K Sell
800
-3,200
-80% -$193K ﹤0.01% 1064
2025
Q3 		$220K Hold
4,000
– – 0.01% 605
2025
Q2 		$223K Buy
+4,000
New +$148K 0.01% 577

Other funds holding GHM

BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

SageView Advisory Group reduced its Graham Corp (GHM) stake by 80% in Q4 2025, selling an estimated $193K and leaving 800 shares worth $51.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1064.

SageView Advisory Group first reported a position in GHM in Q2 2025 and has held it in 3 quarters since. The position peaked at $223K in Q2 2025. 161 funds tracked by Wall St. Rank hold GHM as of Q4 2025.

  • SageView Advisory Group held 800 shares of Graham Corp worth $51.4K as of Q4 2025.
  • SageView Advisory Group sold 3,200 Graham Corp shares in Q4 2025, an estimated $193K.
  • Graham Corp made up ﹤0.01% of SageView Advisory Group's portfolio in Q4 2025, its #1064 holding.
  • SageView Advisory Group first reported a position in Graham Corp in Q2 2025 and has held it in 3 quarters since.
  • SageView Advisory Group's Graham Corp position peaked at $223K in Q2 2025.
  • 161 funds tracked by Wall St. Rank held Graham Corp as of Q4 2025.

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