SageView Advisory Group
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SageView Advisory Group’s Quantum-Si Incorporated QSI Stock Holding History

SageView Advisory Group’s Portfolio QSI Stock Details QSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-17
Closed -$19 – 1985
2025
Q4 		$19 Buy
+17
New +$28 ﹤0.01% 2588

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Sumitomo Mitsui Trust Group
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
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AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Portfolio Management
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SageView Advisory Group's QSI Position: Q1 2026 in Review

SageView Advisory Group sold out of Quantum-Si Incorporated (QSI) in Q1 2026, closing a stake of 17 shares — an estimated $19 sold.

SageView Advisory Group first reported a position in QSI in Q4 2025 and held it in 1 quarter. The position peaked at $19 in Q4 2025. 157 funds tracked by Wall St. Rank hold QSI as of Q1 2026.

  • SageView Advisory Group reported no remaining Quantum-Si Incorporated position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 17 Quantum-Si Incorporated shares in Q1 2026, an estimated $19.
  • SageView Advisory Group first reported a position in Quantum-Si Incorporated in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's Quantum-Si Incorporated position peaked at $19 in Q4 2025.
  • 157 funds tracked by Wall St. Rank held Quantum-Si Incorporated as of Q1 2026.

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