SageView Advisory Group, LLC historic quarter change: USA Stocks, Added
In share positions in stocks (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, SageView Advisory Group, LLC opened 1,865 positions, added to 1,064, reduced 1,503 and sold out of 1,849.
- Q2 2026: Stock AMD; Country of operation United States; Class COM; Shares before 8,608.
- Q2 2026: Stock CSCO; Country of operation United States; Class COM; Shares before 96,012.
- Q2 2026: Stock INTC; Country of operation United States; Class COM; Shares before 28,523.
- Q2 2026: Stock TXN; Country of operation United States; Class COM; Shares before 16,700.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1914558), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-10); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-08-10); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-17); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-13); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-13); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-19); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-13); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-14); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-15); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-09). 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 2022-12-31.
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|
| Q2 2026 | AMD
ADVANCED MICRO DEVICES INC | United States | COM | 8,608 | 9,794 | +1,186 | $1,751,169 | $5,689,555 | +$3,938,386 | 2026-08-10 |
|---|
| Q2 2026 | CSCO
CISCO SYS INC | United States | COM | 96,012 | 96,233 | +221 | $7,449,605 | $11,303,515 | +$3,853,910 | 2026-08-10 |
|---|
| Q2 2026 | INTC
INTEL CORP | United States | COM | 28,523 | 30,728 | +2,205 | $1,258,710 | $4,290,538 | +$3,031,828 | 2026-08-10 |
|---|
| Q2 2026 | TXN
TEXAS INSTRS INC | United States | COM | 16,700 | 16,934 | +234 | $3,242,036 | $5,047,698 | +$1,805,662 | 2026-08-10 |
|---|
| Q2 2026 | STX
SEAGATE TECHNOLOGY HLDNGS PL | | ORD SHS | 2,165 | 2,439 | +274 | $847,985 | $2,353,215 | +$1,505,230 | 2026-08-10 |
|---|
| Q2 2026 | PANW
PALO ALTO NETWORKS INC | United States | COM | 8,008 | 8,044 | +36 | $1,283,888 | $2,743,262 | +$1,459,374 | 2026-08-10 |
|---|
| Q2 2026 | LRCX
LAM RESEARCH CORP | United States | COM NEW | 4,496 | 4,664 | +168 | $960,651 | $2,020,761 | +$1,060,110 | 2026-08-10 |
|---|
| Q2 2026 | GEV
GE VERNOVA INC | United States | COM | 3,005 | 3,070 | +65 | $2,623,270 | $3,607,150 | +$983,880 | 2026-08-10 |
|---|
| Q2 2026 | GE
GE AEROSPACE | United States | COM NEW | 10,547 | 10,591 | +44 | $2,992,974 | $3,958,497 | +$965,523 | 2026-08-10 |
|---|
| Q2 2026 | CAT
CATERPILLAR INC | United States | COM | 2,123 | 2,196 | +73 | $1,504,121 | $2,338,866 | +$834,745 | 2026-08-10 |
|---|
| Q2 2026 | CWBC
COMMUNITY WEST BANCSHARES NE | United States | COM | 26,245 | 50,881 | +24,636 | $611,509 | $1,366,664 | +$755,155 | 2026-08-10 |
|---|
| Q2 2026 | WDC
WESTERN DIGITAL CORP | United States | COM | 1,313 | 1,734 | +421 | $355,163 | $1,107,571 | +$752,408 | 2026-08-10 |
|---|
| Q2 2026 | KLAC
KLA CORP | United States | COM NEW | 396 | 4,379 | +3,983 | $583,075 | $1,321,189 | +$738,114 | 2026-08-10 |
|---|
| Q2 2026 | MRVL
MARVELL TECHNOLOGY INC | United States | COM | 3,034 | 3,128 | +94 | $300,573 | $931,969 | +$631,396 | 2026-08-10 |
|---|
| Q2 2026 | ANET
ARISTA NETWORKS INC | United States | COM SHS | 7,774 | 8,419 | +645 | $954,492 | $1,430,221 | +$475,729 | 2026-08-10 |
|---|
| Q2 2026 | CMI
CUMMINS INC | United States | COM | 2,473 | 2,523 | +50 | $1,330,623 | $1,799,622 | +$468,999 | 2026-08-10 |
|---|
| Q2 2026 | C
CITIGROUP INC | United States | COM NEW | 12,430 | 13,276 | +846 | $1,409,664 | $1,858,103 | +$448,439 | 2026-08-10 |
|---|
| Q2 2026 | MRK
MERCK & CO INC | United States | COM | 23,321 | 25,250 | +1,929 | $2,805,335 | $3,244,620 | +$439,285 | 2026-08-10 |
|---|
| Q2 2026 | GS
GOLDMAN SACHS GROUP INC | United States | COM | 1,654 | 1,817 | +163 | $1,399,862 | $1,837,852 | +$437,990 | 2026-08-10 |
|---|
| Q2 2026 | MS
MORGAN STANLEY | United States | COM NEW | 4,463 | 5,496 | +1,033 | $734,440 | $1,149,005 | +$414,565 | 2026-08-10 |
|---|
| Q2 2026 | ASML
ASML HLDG NV | | N Y REGISTRY SHS | 328 | 410 | +82 | $433,233 | $815,671 | +$382,438 | 2026-08-10 |
|---|
| Q2 2026 | DAL
DELTA AIR LINES INC | United States | COM NEW | 6,856 | 8,202 | +1,346 | $455,757 | $768,196 | +$312,439 | 2026-08-10 |
|---|
| Q2 2026 | HUM
HUMANA INC | United States | COM | 1,365 | 1,370 | +5 | $236,736 | $544,388 | +$307,652 | 2026-08-10 |
|---|
| Q2 2026 | ORCL
ORACLE CORP | United States | COM | 14,428 | 16,533 | +2,105 | $2,122,550 | $2,422,874 | +$300,324 | 2026-08-10 |
|---|
| Q2 2026 | VRTX
VERTEX PHARMACEUTICALS INC | United States | COM | 1,017 | 1,481 | +464 | $454,133 | $735,658 | +$281,525 | 2026-08-10 |
|---|
| Q2 2026 | FTNT
FORTINET INC | United States | COM | 3,347 | 3,433 | +86 | $273,518 | $527,379 | +$253,861 | 2026-08-10 |
|---|
| Q2 2026 | BNY
BANK OF NY MELLON CORP | United States | COM | 8,998 | 9,103 | +105 | $1,067,416 | $1,316,504 | +$249,088 | 2026-08-10 |
|---|
| Q2 2026 | VRT
VERTIV HOLDINGS CO | United States | COM CL A | 1,333 | 1,735 | +402 | $334,105 | $581,039 | +$246,934 | 2026-08-10 |
|---|
| Q2 2026 | ACN
ACCENTURE PLC IRELAND | | SHS CLASS A | 3,117 | 3,206 | +89 | $617,935 | $398,973 | -$218,962 | 2026-08-10 |
|---|
| Q2 2026 | TTD
THE TRADE DESK INC | United States | COM CL A | 46,008 | 46,085 | +77 | $1,043,922 | $833,218 | -$210,704 | 2026-08-10 |
|---|
| Q2 2026 | EQIX
EQUINIX INC | United States | COM | 244 | 424 | +180 | $239,180 | $441,975 | +$202,795 | 2026-08-10 |
|---|
| Q2 2026 | WMB
WILLIAMS COS INC | United States | COM | 8,909 | 11,413 | +2,504 | $648,402 | $848,437 | +$200,035 | 2026-08-10 |
|---|
| Q2 2026 | FIX
COMFORT SYS USA INC | United States | COM | 286 | 289 | +3 | $394,425 | $572,842 | +$178,417 | 2026-08-10 |
|---|
| Q2 2026 | GLD
SPDR GOLD TR | United States | GOLD SHS | 2,777 | 2,796 | +19 | $1,194,780 | $1,029,875 | -$164,905 | 2026-08-10 |
|---|
| Q2 2026 | NKE
NIKE INC | United States | CL B | 15,602 | 16,065 | +463 | $824,176 | $659,545 | -$164,631 | 2026-08-10 |
|---|
| Q2 2026 | PGR
PROGRESSIVE CORP | United States | COM | 5,522 | 5,677 | +155 | $1,094,709 | $1,240,175 | +$145,466 | 2026-08-10 |
|---|
| Q2 2026 | KO
COCA COLA CO | United States | COM | 26,920 | 26,974 | +54 | $2,047,276 | $2,192,274 | +$144,998 | 2026-08-10 |
|---|
| Q2 2026 | CAH
CARDINAL HEALTH INC | United States | COM | 5,158 | 5,159 | +1 | $1,089,970 | $1,225,619 | +$135,649 | 2026-08-10 |
|---|
| Q2 2026 | TGT
TARGET CORP | United States | COM | 2,145 | 2,990 | +845 | $260,024 | $390,543 | +$130,519 | 2026-08-10 |
|---|
| Q2 2026 | NXPI
NXP SEMICONDUCTORS N V | | COM | 1,362 | 1,394 | +32 | $268,089 | $391,706 | +$123,617 | 2026-08-10 |
|---|
| Q2 2026 | UNP
UNION PAC CORP | United States | COM | 3,511 | 3,544 | +33 | $851,657 | $963,722 | +$112,065 | 2026-08-10 |
|---|
| Q2 2026 | HRI
HERC HLDGS INC | United States | COM | 2,400 | 2,407 | +7 | $238,920 | $345,020 | +$106,100 | 2026-08-10 |
|---|
| Q2 2026 | MMSI
MERIT MED SYS INC | United States | COM | 5,103 | 6,544 | +1,441 | $351,751 | $453,762 | +$102,011 | 2026-08-10 |
|---|
| Q2 2026 | FFIV
F5 INC | United States | COM | 747 | 762 | +15 | $216,130 | $316,962 | +$100,832 | 2026-08-10 |
|---|
| Q2 2026 | TTWO
TAKE-TWO INTERACTIVE SOFTWAR | United States | COM | 1,757 | 1,787 | +30 | $347,008 | $446,715 | +$99,707 | 2026-08-10 |
|---|
| Q2 2026 | SJM
SMUCKER J M CO | United States | COM NEW | 5,856 | 5,902 | +46 | $564,734 | $663,952 | +$99,218 | 2026-08-10 |
|---|
| Q2 2026 | GM
GENERAL MTRS CO | United States | COM | 4,948 | 5,987 | +1,039 | $368,628 | $461,503 | +$92,875 | 2026-08-10 |
|---|
| Q2 2026 | UPS
UNITED PARCEL SVCS INC | United States | CL B | 7,834 | 8,010 | +176 | $770,654 | $861,180 | +$90,526 | 2026-08-10 |
|---|
| Q2 2026 | FITB
FIFTH THIRD BANCORP | United States | COM | 7,736 | 7,981 | +245 | $359,477 | $449,862 | +$90,385 | 2026-08-10 |
|---|
| Q2 2026 | CB
CHUBB LIMITED | | COM | 3,123 | 3,249 | +126 | $1,018,062 | $1,107,276 | +$89,214 | 2026-08-10 |
|---|
| Q2 2026 | HEIA
HEICO CORP NEW | | CL A | 1,701 | 1,711 | +10 | $359,065 | $441,285 | +$82,220 | 2026-08-10 |
|---|
| Q2 2026 | ELV
ELEVANCE HEALTH INC FORMERLY | United States | COM | 806 | 808 | +2 | $236,096 | $312,664 | +$76,568 | 2026-08-10 |
|---|
| Q2 2026 | DHR
DANAHER CORP DEL | United States | COM | 3,386 | 3,772 | +386 | $641,954 | $718,451 | +$76,497 | 2026-08-10 |
|---|
| Q2 2026 | BA
BOEING CO | United States | COM | 2,738 | 2,861 | +123 | $544,995 | $619,376 | +$74,381 | 2026-08-10 |
|---|
| Q2 2026 | BATRA
ATLANTA BRAVES HLDGS INC | United States | COM SER A | 7,598 | 7,678 | +80 | $358,246 | $432,349 | +$74,103 | 2026-08-10 |
|---|
| Q2 2026 | PAYX
PAYCHEX INC | United States | COM | 9,699 | 9,826 | +127 | $893,455 | $966,207 | +$72,752 | 2026-08-10 |
|---|
| Q2 2026 | FAST
FASTENAL CO | United States | COM | 38,834 | 39,010 | +176 | $1,801,889 | $1,873,665 | +$71,776 | 2026-08-10 |
|---|
| Q2 2026 | NEM
NEWMONT CORP | United States | COM | 4,991 | 5,123 | +132 | $540,263 | $478,497 | -$61,766 | 2026-08-10 |
|---|
| Q2 2026 | BKNG
BOOKING HOLDINGS INC | United States | COM | 102 | 2,066 | +1,964 | $429,833 | $368,290 | -$61,543 | 2026-08-10 |
|---|
| Q2 2026 | SYY
SYSCO CORP | United States | COM | 3,370 | 3,583 | +213 | $240,383 | $299,469 | +$59,086 | 2026-08-10 |
|---|
| Q2 2026 | LYV
LIVE NATION ENTERTAINMENT IN | United States | COM | 1,389 | 1,479 | +90 | $211,837 | $270,820 | +$58,983 | 2026-08-10 |
|---|
| Q2 2026 | ADNT
ADIENT PLC | Ireland | ORD SHS | 50,777 | 58,985 | +8,208 | $1,026,204 | $1,084,145 | +$57,941 | 2026-08-10 |
|---|
| Q2 2026 | CL
COLGATE PALMOLIVE CO | United States | COM | 2,759 | 3,186 | +427 | $235,151 | $292,094 | +$56,943 | 2026-08-10 |
|---|
| Q2 2026 | TAYD
TAYLOR DEVICES INC | United States | COM | 4,742 | 5,539 | +797 | $270,294 | $325,029 | +$54,735 | 2026-08-10 |
|---|
| Q2 2026 | UBER
UBER TECHNOLOGIES INC | United States | COM | 4,534 | 5,191 | +657 | $326,132 | $374,583 | +$48,451 | 2026-08-10 |
|---|
| Q2 2026 | NET
CLOUDFLARE INC | United States | CL A COM | 1,074 | 1,098 | +24 | $221,610 | $269,319 | +$47,709 | 2026-08-10 |
|---|
| Q2 2026 | ULS
UL SOLUTIONS INC | United States | CLASS A COM SHS | 2,776 | 2,799 | +23 | $237,931 | $285,107 | +$47,176 | 2026-08-10 |
|---|
| Q2 2026 | SLB
SLB LIMITED | | COM STK | 5,195 | 6,728 | +1,533 | $266,975 | $312,807 | +$45,832 | 2026-08-10 |
|---|
| Q2 2026 | COST
COSTCO WHOLESALE CORPORATION | United States | COM | 4,564 | 4,819 | +255 | $4,548,271 | $4,508,229 | -$40,042 | 2026-08-10 |
|---|
| Q2 2026 | KMB
KIMBERLY-CLARK CORP | United States | COM | 2,227 | 2,313 | +86 | $214,853 | $253,938 | +$39,085 | 2026-08-10 |
|---|
| Q2 2026 | PNC
PNC FINL SVCS GROUP INC | United States | COM | 997 | 1,001 | +4 | $207,414 | $246,408 | +$38,994 | 2026-08-10 |
|---|
| Q2 2026 | FDX
FEDEX CORP | United States | COM | 850 | 1,090 | +240 | $303,042 | $341,309 | +$38,267 | 2026-08-10 |
|---|
| Q2 2026 | ROST
ROSS STORES INC | United States | COM | 1,112 | 1,306 | +194 | $240,894 | $277,991 | +$37,097 | 2026-08-10 |
|---|
| Q2 2026 | WFC
WELLS FARGO & CO | United States | COM | 7,798 | 7,932 | +134 | $620,787 | $655,482 | +$34,695 | 2026-08-10 |
|---|
| Q2 2026 | APD
AIR PRODUCTS AND CHEMICALS I | United States | COM | 5,164 | 5,224 | +60 | $1,500,283 | $1,531,647 | +$31,364 | 2026-08-10 |
|---|
| Q2 2026 | FANG
DIAMONDBACK ENERGY INC | United States | COM | 1,561 | 1,929 | +368 | $308,751 | $339,080 | +$30,329 | 2026-08-10 |
|---|
| Q2 2026 | AMT
AMERICAN TOWER CORP | United States | COM | 1,953 | 2,238 | +285 | $336,961 | $366,029 | +$29,068 | 2026-08-10 |
|---|
| Q2 2026 | ADP
AUTOMATIC DATA PROCESSING IN | United States | COM | 1,270 | 1,281 | +11 | $257,970 | $286,805 | +$28,835 | 2026-08-10 |
|---|
| Q2 2026 | CW
CURTISS WRIGHT CORP | United States | COM | 300 | 303 | +3 | $204,337 | $229,602 | +$25,265 | 2026-08-10 |
|---|
| Q2 2026 | APO
APOLLO GLOBAL MGMT INC | United States | COM | 1,850 | 1,942 | +92 | $206,070 | $229,735 | +$23,665 | 2026-08-10 |
|---|
| Q2 2026 | AMP
AMERIPRISE FINL INC | United States | COM | 979 | 981 | +2 | $434,933 | $449,859 | +$14,926 | 2026-08-10 |
|---|
| Q2 2026 | SYK
STRYKER CORPORATION | United States | COM | 2,110 | 2,247 | +137 | $693,520 | $707,436 | +$13,916 | 2026-08-10 |
|---|
| Q2 2026 | ITT
ITT INC | United States | COM | 1,128 | 1,139 | +11 | $214,918 | $225,250 | +$10,332 | 2026-08-10 |
|---|
| Q2 2026 | MDLZ
MONDELEZ INTL INC | United States | CL A | 9,588 | 9,719 | +131 | $552,640 | $562,146 | +$9,506 | 2026-08-10 |
|---|
| Q2 2026 | WM
WASTE MGMT INC DEL | United States | COM | 1,399 | 1,402 | +3 | $321,589 | $312,535 | -$9,054 | 2026-08-10 |
|---|
| Q2 2026 | BMY
BRISTOL-MYERS SQUIBB CO | United States | COM | 8,890 | 9,232 | +342 | $539,227 | $531,954 | -$7,273 | 2026-08-10 |
|---|
| Q2 2026 | GIS
GENERAL MILLS INC | United States | COM | 7,400 | 8,109 | +709 | $275,444 | $282,173 | +$6,729 | 2026-08-10 |
|---|
| Q2 2026 | PSX
PHILLIPS 66 | United States | COM | 1,514 | 1,669 | +155 | $275,841 | $282,032 | +$6,191 | 2026-08-10 |
|---|
| Q2 2026 | CNH
CNH INDL N V | | SHS | 12,805 | 13,027 | +222 | $140,855 | $146,294 | +$5,439 | 2026-08-10 |
|---|
| Q2 2026 | EXC
EXELON CORP | United States | COM | 11,556 | 12,168 | +612 | $566,466 | $567,259 | +$793 | 2026-08-10 |
|---|