SAG
VELO

SageView Advisory Group’s Velo3D Inc VELO Stock Holding History

SageView Advisory Group’s Portfolio VELO Stock Details VELO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$28 Buy
+2
New +$14 ﹤0.01% 2580

Other funds holding VELO

Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
AIC
AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DnB Asset Management
DnB Asset Management Oslo, Norway $28B AUM 26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WPC
White Pine Capital Bloomington, Minnesota $355M AUM 45.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
I
INVST Indianapolis, Indiana $886M AUM 21.79% 1-Year Est. Return
PCM
Perkins Capital Management Wayzata, Minnesota $107M AUM 82.62% 1-Year Est. Return

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

SageView Advisory Group opened a new position in Velo3D Inc (VELO) in Q4 2025: 2 shares worth $28. The stake represents ﹤0.01% of the portfolio and ranks #2580 among its holdings.

54 funds tracked by Wall St. Rank hold VELO as of Q4 2025.

  • SageView Advisory Group held 2 shares of Velo3D Inc worth $28 as of Q4 2025.
  • Velo3D Inc was a new SageView Advisory Group position in Q4 2025.
  • Velo3D Inc made up ﹤0.01% of SageView Advisory Group's portfolio in Q4 2025, its #2580 holding.
  • 54 funds tracked by Wall St. Rank held Velo3D Inc as of Q4 2025.

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