Clearstead Advisors’s Axalta AXTA Stock Holding History

Clearstead Advisors’s Portfolio AXTA Stock Details AXTA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$217K	Sell	7,839 -1,532	-16%	-$48.6K	﹤0.01%	977
2025 Q4	$303K	Sell	9,371 -2,737	-23%	-$80.3K	﹤0.01%	814
2025 Q3	$347K	Buy	12,108 +2,661	+28%	+$80.1K	0.01%	743
2025 Q2	$280K	Buy	9,447 +9,390	+16,474%	+$292K	﹤0.01%	790
2025 Q1	$1.89K	Sell	57 -8,359	-99%	-$297K	﹤0.01%	1911
2024 Q4	$288K	Buy	8,416 +116	+1%	+$4.37K	﹤0.01%	742
2024 Q3	$300K	Hold	8,300	–	–	﹤0.01%	724
2024 Q2	$284K	Buy	+8,300	New	+$284K	﹤0.01%	701
2022 Q1	–	Sell	-602	Closed	-$20K	–	1371
2021 Q4	$20K	Hold	602	–	–	﹤0.01%	827
2021 Q3	$18K	Buy	602 +517	+608%	+$15.5K	﹤0.01%	839
2021 Q2	$3K	Buy	+85	New	+$2.69K	﹤0.01%	948

Other funds holding AXTA

Artisan Partners

Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return

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

Barrow, Hanley, Mewhinney & Strauss

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return