SageView Advisory Group’s Weis Markets WMK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$196K	Sell	3,053 -26	-0.8%	-$1.74K	0.01%	614
2025 Q3	$221K	Sell	3,079 -20	-0.6%	-$1.46K	0.01%	602
2025 Q2	$228K	Buy	3,099 +12	+0.4%	+$939	0.01%	567
2025 Q1	$238K	Buy	3,087 +68	+2%	+$4.89K	0.01%	537
2024 Q4	$204K	Hold	3,019	–	–	0.01%	570
2024 Q3	$208K	Buy	+3,019	New	+$206K	0.01%	488
2023 Q2	–	Sell	-2,844	Closed	-$241K	–	554
2023 Q1	$241K	Buy	2,844 +52	+2%	+$4.36K	0.02%	424
2022 Q4	$230K	Buy	+2,792	New	+$236K	0.02%	379

Other funds holding WMK

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

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

SageView Advisory Group reduced its Weis Markets (WMK) stake by 0.84% in Q4 2025, selling an estimated $1.74K and leaving 3,053 shares worth $196K. The position accounts for 0.01% of the portfolio, ranked #614.

SageView Advisory Group first reported a position in WMK in Q4 2022 and has held it in 8 quarters since. The position peaked at $241K in Q1 2023. 168 funds tracked by Wall St. Rank hold WMK as of Q4 2025.

SageView Advisory Group held 3,053 shares of Weis Markets worth $196K as of Q4 2025.
SageView Advisory Group sold 26 Weis Markets shares in Q4 2025, an estimated $1.74K.
Weis Markets made up 0.01% of SageView Advisory Group's portfolio in Q4 2025, its #614 holding.
SageView Advisory Group first reported a position in Weis Markets in Q4 2022 and has held it in 8 quarters since.
SageView Advisory Group's Weis Markets position peaked at $241K in Q1 2023.
168 funds tracked by Wall St. Rank held Weis Markets as of Q4 2025.

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