Sargent Investment Group’s Niagen Bioscience NAGE Stock Holding History

Sargent Investment Group’s Portfolio NAGE Stock Details NAGE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$48.3K	Buy	15,145 +145	+1%	+$588	0.01%	277
2026 Q1	$66.2K	Hold	15,000	–	–	0.01%	262
2025 Q4	$95.4K	Sell	15,000 -20,002	-57%	-$139K	0.01%	253
2025 Q3	$327K	Sell	35,002 -14,998	-30%	-$151K	0.05%	107
2025 Q2	$470K	Hold	50,000	–	–	0.06%	159
2025 Q1	$345K	Hold	50,000	–	–	0.06%	177
2024 Q4	$263K	Buy	+50,000	New	+$274K	0.04%	199
2022 Q3	–	Sell	-16,000	Closed	-$27K	–	200
2022 Q2	$27K	Hold	16,000	–	–	0.01%	184
2022 Q1	$39K	Hold	16,000	–	–	0.01%	188
2021 Q4	$60K	Sell	16,000 -5,000	-24%	-$27K	0.01%	181
2021 Q3	$132K	Buy	21,000 +1,000	+5%	+$8.24K	0.03%	181
2021 Q2	$197K	Hold	20,000	–	–	0.05%	190
2021 Q1	$187K	Hold	20,000	–	–	0.05%	183
2020 Q4	$96K	Sell	20,000 -5,000	-20%	-$24.4K	0.03%	176
2020 Q3	$100K	Buy	25,000 +13,000	+108%	+$62.7K	0.04%	157
2020 Q2	$54K	Sell	12,000 -82,000	-87%	-$367K	0.02%	146
2020 Q1	$306K	Buy	94,000 +82,000	+683%	+$315K	0.14%	110
2019 Q4	$52K	Buy	+12,000	New	+$42.6K	0.02%	152
2019 Q3	–	Sell	-102,000	Closed	-$474K	–	154
2019 Q2	$474K	Sell	102,000 -1,500	-1%	-$6.4K	0.22%	88
2019 Q1	$434K	Hold	103,500	–	–	0.21%	87
2018 Q4	$355K	Buy	+103,500	New	+$360K	0.22%	87

Other funds holding NAGE

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

SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

TCM

Tieton Capital Management Yakima, Washington $348M AUM 45.13% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Sargent Investment Group's NAGE Position: Q2 2026 in Review

Sargent Investment Group increased its Niagen Bioscience (NAGE) stake by 0.97% in Q2 2026, buying an estimated $588 and bringing the position to 15,145 shares worth $48.3K. The position accounts for 0.01% of the portfolio, ranked #277.

Sargent Investment Group first reported a position in NAGE in Q4 2018 and has held it in 21 quarters since. The position peaked at $474K in Q2 2019. 139 funds tracked by Wall St. Rank hold NAGE as of Q2 2026.

Sargent Investment Group held 15,145 shares of Niagen Bioscience worth $48.3K as of Q2 2026.
Sargent Investment Group bought 145 Niagen Bioscience shares in Q2 2026, an estimated $588.
Niagen Bioscience made up 0.01% of Sargent Investment Group's portfolio in Q2 2026, its #277 holding.
Sargent Investment Group first reported a position in Niagen Bioscience in Q4 2018 and has held it in 21 quarters since.
Sargent Investment Group's Niagen Bioscience position peaked at $474K in Q2 2019.
139 funds tracked by Wall St. Rank held Niagen Bioscience as of Q2 2026.

Based on Sargent Investment Group's 13F filing for Q2 2026, filed 11 Aug 2026.