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
2026 Q1	–	Sell	-2	Closed	-$28	–	2606
2025 Q4	$28	Buy	+2	New	+$14	﹤0.01%	2580

Other funds holding VELO

AIC

AWM Investment Company New York $1.15B AUM 201.65% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return

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

SCP

Sender Company & Partners New York $345M AUM 41.88% 1-Year Est. Return

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

SageView Advisory Group sold out of Velo3D Inc (VELO) in Q1 2026, closing a stake of 2 shares — an estimated $28 sold.

SageView Advisory Group first reported a position in VELO in Q4 2025 and held it in 1 quarter. The position peaked at $28 in Q4 2025. 68 funds tracked by Wall St. Rank hold VELO as of Q1 2026.

SageView Advisory Group reported no remaining Velo3D Inc position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 2 Velo3D Inc shares in Q1 2026, an estimated $28.
SageView Advisory Group first reported a position in Velo3D Inc in Q4 2025 and held it in 1 quarter.
SageView Advisory Group's Velo3D Inc position peaked at $28 in Q4 2025.
68 funds tracked by Wall St. Rank held Velo3D Inc as of Q1 2026.

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