Clearstead Advisors’s Atossa Therapeutics ATOS Stock Holding History

Clearstead Advisors’s Portfolio ATOS Stock Details ATOS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$22	Sell	4 -1	-20%	-$6	﹤0.01%	2218
2025 Q4	$42	Hold	5	–	–	﹤0.01%	2625
2025 Q3	$61	Hold	5	–	–	﹤0.01%	2962
2025 Q2	$59	Hold	5	–	–	﹤0.01%	2659
2025 Q1	$48	Hold	5	–	–	﹤0.01%	2162
2024 Q4	$67	Hold	5	–	–	﹤0.01%	2056
2024 Q3	$107	Hold	5	–	–	﹤0.01%	1996
2024 Q2	$84	Hold	5	–	–	﹤0.01%	1990
2024 Q1	$103	Hold	5	–	–	﹤0.01%	1504
2023 Q4	$62	Sell	5 -4	-44%	-$43	﹤0.01%	1502
2023 Q3	$104	Buy	9 +4	+80%	+$58	﹤0.01%	1505
2023 Q2	$89	Buy	+5	New	+$61	﹤0.01%	1354

Other funds holding ATOS

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Millennium Management

Millennium Management New York $134B AUM 35.51% 1-Year Est. Return

Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return