SAGE ADVISORS, LLC BLK BLACKROCK INC

Ownership history in SAGE ADVISORS, LLC  ·  7 quarters on record

AI Ownership Summary

SAGE ADVISORS, LLC reported BLACKROCK INC (BLK) in 7 quarterly 13F filings from 2024 Q2 through 2025 Q4. Peak portfolio weight reached 1.62% in 2024 Q2. The latest visible filing shows BLK at 0.32% 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 BLK ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SAGE ADVISORS, LLC's position in BLACKROCK INC, 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
2025 Q4

BLK was reported at 0.32% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.62% in 2024 Q2

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

Time in book
Holding Window
2024 Q2 to 2025 Q4

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 SAGE ADVISORS, LLC held BLK — position size vs. price
% of Fund (quarterly)    BLK price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 446 -3 -0.7% 0.32% $477K 2026-02-14 (Est.) $1065.58
2025 Q3 ADDED 449 +2 +0.4% 0.37% $523K 2025-10-22 $1117.98
2025 Q2 ADDED 447 +2 +0.4% 0.33% $469K 2025-07-28 $1101.05
2025 Q1 ADDED 445 +2 +0.5% 0.30% $421K 2025-04-25 $889.36
2024 Q4 ADDED 443 +2 +0.5% 0.34% $454K 2025-01-30 $1044.18
2024 Q3 REDUCED 79.8% +8.7% 441 -1,742 -79.8% 0.33% $419K 2024-11-06 $998.60
2024 Q2 INITIATED 2,183 1.62% $1.8M 2024-09-27 $916.56

FAQ About SAGE ADVISORS, LLC and BLK

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

How long has SAGE ADVISORS, LLC reported owning BLK?

SAGE ADVISORS, LLC reported BLK across 7 quarterly 13F filings, from 2024 Q2 through 2025 Q4.

What was the largest reported BLK position in SAGE ADVISORS, LLC's portfolio?

The largest reported portfolio weight for BLK was 1.62% in 2024 Q2.

What is the latest reported BLK position on this page?

The most recent filing on this page is 2025 Q4, when SAGE ADVISORS, LLC reported 446 shares, equal to 0.32% of portfolio, with an estimated market value of $477K.

What does the chart on this BLK ownership page compare?

The chart compares SAGE ADVISORS, LLC's quarterly BLK 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.

How well did SAGE ADVISORS, LLC time their BLK position?

Based on 13F filing dates vs. subsequent BLK price moves, SAGE ADVISORS, LLC correctly timed 3 out of 6 reported position changes (50%).

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