VFA
SAGE

Values First Advisors’s Sage Therapeutics SAGE Stock Holding History

Values First Advisors’s Portfolio SAGE Stock Details SAGE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-22,296
Closed -$203K – 181
2025
Q2 		$203K Buy
22,296
+412
+2% +$3.03K 0.11% 160
2025
Q1 		$175K Buy
21,884
+635
+3% +$4.65K 0.1% 162
2024
Q4 		$115K Sell
21,249
-6,698
-24% -$40.9K 0.06% 187
2024
Q3 		$202K Sell
27,947
-1,015
-4% -$9.29K 0.11% 148
2024
Q2 		$315K Buy
28,962
+11,086
+62% +$142K 0.19% 120
2024
Q1 		$335K Buy
17,876
+896
+5% +$20.7K 0.2% 125
2023
Q4 		$368K Buy
16,980
+6,354
+60% +$126K 0.22% 121
2023
Q3 		$219K Buy
+10,626
New +$307K 0.14% 136
2023
Q2 		– Sell
-1
Closed -$40 – 305
2023
Q1 		$40 Buy
+1
New +$43 ﹤0.01% 354
2020
Q2 		– Sell
-11,563
Closed -$332K – 142
2020
Q1 		$332K Buy
11,563
+7,320
+173% +$424K 0.4% 75
2019
Q4 		$306K Buy
+4,243
New +$522K 0.3% 100

Other funds holding SAGE

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Values First Advisors's SAGE Position: Q3 2025 in Review

Values First Advisors sold out of Sage Therapeutics (SAGE) in Q3 2025, closing a stake of 22,296 shares — an estimated $203K sold.

Values First Advisors first reported a position in SAGE in Q4 2019 and held it in 11 quarters. The position peaked at $368K in Q4 2023. 5 funds tracked by Wall St. Rank hold SAGE as of Q3 2025.

  • Values First Advisors reported no remaining Sage Therapeutics position as of Q3 2025 after selling out during the quarter.
  • Values First Advisors sold 22,296 Sage Therapeutics shares in Q3 2025, an estimated $203K.
  • Values First Advisors first reported a position in Sage Therapeutics in Q4 2019 and held it in 11 quarters.
  • Values First Advisors's Sage Therapeutics position peaked at $368K in Q4 2023.
  • 5 funds tracked by Wall St. Rank held Sage Therapeutics as of Q3 2025.

Based on Values First Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.