CA
AMWD

Clearstead Advisors’s American Woodmark AMWD Stock Holding History

Clearstead Advisors’s Portfolio AMWD Stock Details AMWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-68
Closed -$4.54K – 2768
2025
Q3 		$4.54K Buy
+68
New +$4.17K ﹤0.01% 2191

Other funds holding AMWD

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Clearstead Advisors's AMWD Position: Q4 2025 in Review

Clearstead Advisors sold out of American Woodmark (AMWD) in Q4 2025, closing a stake of 68 shares — an estimated $4.54K sold.

Clearstead Advisors first reported a position in AMWD in Q3 2025 and held it in 1 quarter. The position peaked at $4.54K in Q3 2025. 186 funds tracked by Wall St. Rank hold AMWD as of Q4 2025.

  • Clearstead Advisors reported no remaining American Woodmark position as of Q4 2025 after selling out during the quarter.
  • Clearstead Advisors sold 68 American Woodmark shares in Q4 2025, an estimated $4.54K.
  • Clearstead Advisors first reported a position in American Woodmark in Q3 2025 and held it in 1 quarter.
  • Clearstead Advisors's American Woodmark position peaked at $4.54K in Q3 2025.
  • 186 funds tracked by Wall St. Rank held American Woodmark as of Q4 2025.

Based on Clearstead Advisors's 13F filing for Q4 2025, filed 9 Feb 2026.