VWM
SAIL

Venturi Wealth Management’s SailPoint Inc SAIL Stock Holding History

Venturi Wealth Management’s Portfolio SAIL Stock Details SAIL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$146K Hold
10,000
– – 0.01% 622
2026
Q1 		$132K Sell
10,000
-169
-2% -$2.64K 0.01% 593
2025
Q4 		$206K Buy
+10,169
New +$212K 0.01% 553

Other funds holding SAIL

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
AA
Altrafin AG Zurich $255M AUM 21.67% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Venturi Wealth Management's SAIL Position: Q2 2026 in Review

Venturi Wealth Management held its SailPoint Inc (SAIL) position steady in Q2 2026 at 10,000 shares worth $146K. The position accounts for 0.01% of the portfolio, ranked #622.

Venturi Wealth Management first reported a position in SAIL in Q4 2025 and has held it in 3 quarters since. The position peaked at $206K in Q4 2025. 20 funds tracked by Wall St. Rank hold SAIL as of Q2 2026.

  • Venturi Wealth Management held 10,000 shares of SailPoint Inc worth $146K as of Q2 2026.
  • Venturi Wealth Management left its SailPoint Inc share count unchanged in Q2 2026.
  • SailPoint Inc made up 0.01% of Venturi Wealth Management's portfolio in Q2 2026, its #622 holding.
  • Venturi Wealth Management first reported a position in SailPoint Inc in Q4 2025 and has held it in 3 quarters since.
  • Venturi Wealth Management's SailPoint Inc position peaked at $206K in Q4 2025.
  • 20 funds tracked by Wall St. Rank held SailPoint Inc as of Q2 2026.

Based on Venturi Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.