FERGUSON WELLMAN CAPITAL MANAGEMENT, INC SDZNY β€” Sandoz Group AG ADR

Ownership history in FERGUSON WELLMAN CAPITAL MANAGEMENT, INC  Β·  2 quarters on record

AI Ownership Summary

FERGUSON WELLMAN CAPITAL MANAGEMENT, INC reported Sandoz Group AG ADR (SDZNY) in 2 quarterly 13F filings from 2026 Q1 through 2026 Q2. The latest visible filing shows SDZNY at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SDZNY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was FERGUSON WELLMAN CAPITAL MANAGEMENT, INC's position in Sandoz Group AG ADR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

SDZNY was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How FERGUSON WELLMAN CAPITAL MANAGEMENT, INC held SDZNY β€” position size vs. price
% of Fund (quarterly)    SDZNY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED β€” β€” β€” 3,362 β€” 0% 0.00% $304K 2026-07-23 $79.08
2026 Q1 INITIATED β€” β€” β€” 3,362 β€” β€” 0.00% $263K 2026-05-01 $80.31

FAQ About FERGUSON WELLMAN CAPITAL MANAGEMENT, INC and SDZNY

These are the practical questions this page is built to answer before you even open the full history table.

How long has FERGUSON WELLMAN CAPITAL MANAGEMENT, INC reported owning SDZNY?

FERGUSON WELLMAN CAPITAL MANAGEMENT, INC reported SDZNY across 2 quarterly 13F filings, from 2026 Q1 through 2026 Q2.

What was the largest reported SDZNY position in FERGUSON WELLMAN CAPITAL MANAGEMENT, INC's portfolio?

The largest reported portfolio weight for SDZNY was 0.00% in 2026 Q2.

What is the latest reported SDZNY position on this page?

The most recent filing on this page is 2026 Q2, when FERGUSON WELLMAN CAPITAL MANAGEMENT, INC reported 3,362 shares, equal to 0.00% of portfolio, with an estimated market value of $304K.

What does the chart on this SDZNY ownership page compare?

The chart compares FERGUSON WELLMAN CAPITAL MANAGEMENT, INC's quarterly SDZNY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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