SageView Advisory Group’s Stem STEM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-2	Closed	-$31	–	2196
2025 Q4	$31	Buy	+2	New	+$38	﹤0.01%	2577

Other funds holding STEM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

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

GCP

GSA Capital Partners London, United Kingdom $1.59B AUM 39.81% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Trexquant Investment Stamford, Connecticut $17B AUM 39.66% 1-Year Est. Return

Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

SageView Advisory Group sold out of Stem (STEM) in Q1 2026, closing a stake of 2 shares — an estimated $31 sold.

SageView Advisory Group first reported a position in STEM in Q4 2025 and held it in 1 quarter. The position peaked at $31 in Q4 2025. 75 funds tracked by Wall St. Rank hold STEM as of Q1 2026.

SageView Advisory Group reported no remaining Stem position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 2 Stem shares in Q1 2026, an estimated $31.
SageView Advisory Group first reported a position in Stem in Q4 2025 and held it in 1 quarter.
SageView Advisory Group's Stem position peaked at $31 in Q4 2025.
75 funds tracked by Wall St. Rank held Stem as of Q1 2026.

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