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
2026
Q1 		– Sell
-800
Closed -$51.4K – 1295
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 $14.3B AUM 23.11% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

SageView Advisory Group sold out of Graham Corp (GHM) in Q1 2026, closing a stake of 800 shares — an estimated $51.4K sold.

SageView Advisory Group first reported a position in GHM in Q2 2025 and held it in 3 quarters. The position peaked at $223K in Q2 2025. 180 funds tracked by Wall St. Rank hold GHM as of Q1 2026.

  • SageView Advisory Group reported no remaining Graham Corp position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 800 Graham Corp shares in Q1 2026, an estimated $51.4K.
  • SageView Advisory Group first reported a position in Graham Corp in Q2 2025 and held it in 3 quarters.
  • SageView Advisory Group's Graham Corp position peaked at $223K in Q2 2025.
  • 180 funds tracked by Wall St. Rank held Graham Corp as of Q1 2026.

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