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Sage Investment Advisers LLC Historic Quarter Change: USA Stocks, Sold Out

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Sage Investment Advisers LLC historic quarter change: USA Stocks, Sold out

In share positions in stocks (listed in the US), over 6 quarters from 2023-12-31 to 2026-06-30, Sage Investment Advisers LLC opened 37 positions, added to 110, reduced 145 and sold out of 20.

  • Q2 2026: Stock T; Country of operation United States; Class COM; Shares before 10,412.
  • Q2 2026: Stock HONZZZZ; Country of operation —; Class COM; Shares before 900.
  • Q1 2026: Stock META; Country of operation United States; Class CL A; Shares before 477.
  • Q1 2026: Stock PANW; Country of operation United States; Class COM; Shares before 1,686.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1925418), 6 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-09); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-10); Q4 2025 (2024-09-30 to 2025-12-31, filed 2026-02-10); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-04); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-15); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-15). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2022-03-31.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2026T
AT&T INC		United StatesCOM10,4120-10,412$294,751$0-$294,7512026-07-09
Q2 2026HONZZZZ
HONEYWELL INTL INC		COM9000-900$205,380$0-$205,3802026-07-09
Q1 2026META
META PLATFORMS INC		United StatesCL A4770-477$314,578$0-$314,5782026-04-10
Q1 2026PANW
PALO ALTO NETWORKS INC		United StatesCOM1,6860-1,686$310,561$0-$310,5612026-04-10
Q4 2025CPER
UNITED STS COMMODITY INDEX F		United StatesCM REP COPP FD23,6000-23,600$669,060$0-$669,0602026-02-10
Q4 2025ABT
ABBOTT LABS		United StatesCOM2,8350-2,835$323,169$0-$323,1692026-02-10
Q4 2025COST
COSTCO WHSL CORP NEW		United StatesCOM3070-307$272,162$0-$272,1622026-02-10
Q4 2025ABBV
ABBVIE INC		United StatesCOM1,3020-1,302$257,065$0-$257,0652026-02-10
Q4 2025PM
PHILIP MORRIS INTL INC		United StatesCOM2,0970-2,097$254,545$0-$254,5452026-02-10
Q4 2025CAT
CATERPILLAR INC		United StatesCOM6170-617$241,302$0-$241,3022026-02-10
Q4 2025LLY
ELI LILLY & CO		United StatesCOM2660-266$235,923$0-$235,9232026-02-10
Q4 2025LDOS
LEIDOS HOLDINGS INC		United StatesCOM1,2880-1,288$209,983$0-$209,9832026-02-10
Q4 2025FICO
FAIR ISAAC CORP		United StatesCOM1050-105$204,070$0-$204,0702026-02-10
Q3 2024META
META PLATFORMS INC		United StatesCL A5160-516$260,244$0-$260,2442024-11-04
Q3 2024INTC
INTEL CORP		United StatesCOM7,2590-7,259$224,811$0-$224,8112024-11-04
Q2 2024CTS
CTS CORP		United StatesCOM12,1500-12,150$568,499$0-$568,4992024-07-15
Q2 2024DECK
DECKERS OUTDOOR CORP		United StatesCOM2380-238$224,020$0-$224,0202024-07-15
Q2 2024HONZZZZ
HONEYWELL INTL INC		COM1,0000-1,000$205,250$0-$205,2502024-07-15
Q2 2024ABBV
ABBVIE INC		United StatesCOM1,1260-1,126$205,007$0-$205,0072024-07-15
Q1 2024INTC
INTEL CORP		United StatesCOM4,4350-4,435$222,864$0-$222,8642024-04-15

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