SAG
MSA icon

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
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

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

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

SageView Advisory Group reduced its Mine Safety (MSA) stake by 1.9% in Q4 2025, selling an estimated $6.67K and leaving 2,158 shares worth $346K. The position accounts for 0.01% of the portfolio, ranked #443.

SageView Advisory Group first reported a position in MSA in Q4 2022 and has held it in 11 quarters since. The position peaked at $395K in Q2 2025. 407 funds tracked by Wall St. Rank hold MSA as of Q4 2025.

  • SageView Advisory Group held 2,158 shares of Mine Safety worth $346K as of Q4 2025.
  • SageView Advisory Group sold 41 Mine Safety shares in Q4 2025, an estimated $6.67K.
  • Mine Safety made up 0.01% of SageView Advisory Group's portfolio in Q4 2025, its #443 holding.
  • SageView Advisory Group first reported a position in Mine Safety in Q4 2022 and has held it in 11 quarters since.
  • SageView Advisory Group's Mine Safety position peaked at $395K in Q2 2025.
  • 407 funds tracked by Wall St. Rank held Mine Safety as of Q4 2025.

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