Sage Investment Counsel LLC quarter change: USA Stocks, New
In share positions in stocks (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Sage Investment Counsel LLC opened 6 positions, added to 31, reduced 19, sold out of 9 and left 37 unchanged. The largest increase in value was PS (+$1,241,122); the largest decrease was STZ (-$915,826).
- PS: Country of operation United States; Class COMMON STOCK; Shares 2026-03-31 0; Shares 2026-06-30 37,770.
- MELI: Country of operation —; Class COM; Shares 2026-03-31 0; Shares 2026-06-30 140.
- SIRI: Country of operation United States; Class COMMON STOCK; Shares 2026-03-31 0; Shares 2026-06-30 7,344.
- BNL: Country of operation United States; Class COM; Shares 2026-03-31 0; Shares 2026-06-30 9,700.
Two Form 13F-HR filings compared (SEC CIK 2055178): 2026-03-31 (filed 2026-04-24) and 2026-06-30 (filed 2026-07-22). 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; share change is the position change.
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