SageView Advisory Group’s Grocery Outlet GO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-106	Closed	-$1.07K	–	1314
2025 Q4	$1.07K	Buy	+106	New	+$1.33K	﹤0.01%	2352

Other funds holding GO

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

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

BCM

Becker Capital Management Portland, Oregon $3.72B AUM 31.98% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

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

SageView Advisory Group sold out of Grocery Outlet (GO) in Q1 2026, closing a stake of 106 shares — an estimated $1.07K sold.

SageView Advisory Group first reported a position in GO in Q4 2025 and held it in 1 quarter. The position peaked at $1.07K in Q4 2025. 226 funds tracked by Wall St. Rank hold GO as of Q1 2026.

SageView Advisory Group reported no remaining Grocery Outlet position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 106 Grocery Outlet shares in Q1 2026, an estimated $1.07K.
SageView Advisory Group first reported a position in Grocery Outlet in Q4 2025 and held it in 1 quarter.
SageView Advisory Group's Grocery Outlet position peaked at $1.07K in Q4 2025.
226 funds tracked by Wall St. Rank held Grocery Outlet as of Q1 2026.

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