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SageView Advisory Group’s Mine Safety MSA Stock Holding History

SageView Advisory Group’s Portfolio MSA Stock Details MSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$352K Sell
2,015
-133
-6% -$22.3K 0.01% 451
2026
Q1 		$352K Sell
2,148
-10
-0.5% -$1.83K 0.01% 428
2025
Q4 		$346K Sell
2,158
-41
-2% -$6.67K 0.01% 443
2025
Q3 		$378K Sell
2,199
-15
-0.7% -$2.59K 0.01% 447
2025
Q2 		$395K Buy
2,214
+18
+0.8% +$2.82K 0.01% 425
2025
Q1 		$322K Buy
2,196
+61
+3% +$9.72K 0.01% 451
2024
Q4 		$354K Hold
2,135
– – 0.02% 405
2024
Q3 		$379K Buy
2,135
+1,003
+89% +$182K 0.02% 345
2024
Q2 		$212K Buy
+1,132
New +$210K 0.01% 526
2023
Q4 		– Sell
-2,100
Closed -$331K – 697
2023
Q3 		$331K Buy
2,100
+55
+3% +$9.45K 0.02% 402
2023
Q2 		$356K Buy
2,045
+86
+4% +$12.3K 0.02% 413
2023
Q1 		$262K Hold
1,959
– – 0.02% 410
2022
Q4 		$282K Buy
+1,959
New +$257K 0.02% 334

Other funds holding MSA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
RCG
Ruane, Cunniff & Goldfarb New York $6.43B AUM 18.44% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
MGP
M&G plc London, United Kingdom $20.1B AUM 16.62% 1-Year Est. Return

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

SageView Advisory Group reduced its Mine Safety (MSA) stake by 6.2% in Q2 2026, selling an estimated $22.3K and leaving 2,015 shares worth $352K. The position accounts for 0.01% of the portfolio, ranked #451.

SageView Advisory Group first reported a position in MSA in Q4 2022 and has held it in 13 quarters since. The position peaked at $395K in Q2 2025. 457 funds tracked by Wall St. Rank hold MSA as of Q2 2026.

  • SageView Advisory Group held 2,015 shares of Mine Safety worth $352K as of Q2 2026.
  • SageView Advisory Group sold 133 Mine Safety shares in Q2 2026, an estimated $22.3K.
  • Mine Safety made up 0.01% of SageView Advisory Group's portfolio in Q2 2026, its #451 holding.
  • SageView Advisory Group first reported a position in Mine Safety in Q4 2022 and has held it in 13 quarters since.
  • SageView Advisory Group's Mine Safety position peaked at $395K in Q2 2025.
  • 457 funds tracked by Wall St. Rank held Mine Safety as of Q2 2026.

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