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Clearstead Advisors’s Brunswick BC Stock Holding History

Clearstead Advisors’s Portfolio BC Stock Details BC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$212K Buy
2,515
+111
+5% +$8.9K ﹤0.01% 1048
2026
Q1 		$175K Sell
2,404
-240
-9% -$19.4K ﹤0.01% 1011
2025
Q4 		$196K Sell
2,644
-1,175
-31% -$79.6K ﹤0.01% 940
2025
Q3 		$242K Buy
3,819
+128
+3% +$7.94K ﹤0.01% 837
2025
Q2 		$204K Buy
3,691
+1,212
+49% +$61.3K ﹤0.01% 892
2025
Q1 		$133K Buy
2,479
+47
+2% +$2.94K ﹤0.01% 921
2024
Q4 		$157K Hold
2,432
– – ﹤0.01% 913
2024
Q3 		$204K Hold
2,432
– – ﹤0.01% 856
2024
Q2 		$177K Hold
2,432
– – ﹤0.01% 851
2024
Q1 		$203K Hold
2,432
– – 0.01% 468
2023
Q4 		$235K Buy
2,432
+40
+2% +$3.18K 0.01% 434
2023
Q3 		$189K Buy
2,392
+48
+2% +$3.95K 0.01% 439
2023
Q2 		$203K Hold
2,344
– – 0.01% 430
2023
Q1 		$192K Hold
2,344
– – 0.01% 400
2022
Q4 		$169K Hold
2,344
– – 0.01% 404
2022
Q3 		$153K Sell
2,344
-25
-1% -$1.88K 0.01% 401
2022
Q2 		$155K Hold
2,369
– – 0.01% 417
2022
Q1 		$192K Hold
2,369
– – 0.01% 412
2021
Q4 		$239K Buy
2,369
+10
+0.4% +$979 0.02% 361
2021
Q3 		$225K Hold
2,359
– – 0.02% 349
2021
Q2 		$235K Buy
2,359
+2,344
+15,627% +$239K 0.02% 322
2021
Q1 		$1K Hold
15
– – ﹤0.01% 1005
2020
Q4 		$1K Hold
15
– – ﹤0.01% 916
2020
Q3 		$1K Buy
+15
New +$957 ﹤0.01% 835

Other funds holding BC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Clearstead Advisors's BC Position: Q2 2026 in Review

Clearstead Advisors increased its Brunswick (BC) stake by 4.6% in Q2 2026, buying an estimated $8.9K and bringing the position to 2,515 shares worth $212K. The position accounts for ﹤0.01% of the portfolio, ranked #1048.

Clearstead Advisors first reported a position in BC in Q3 2020 and has held it in 24 quarters since. The position peaked at $242K in Q3 2025. 471 funds tracked by Wall St. Rank hold BC as of Q2 2026.

  • Clearstead Advisors held 2,515 shares of Brunswick worth $212K as of Q2 2026.
  • Clearstead Advisors bought 111 Brunswick shares in Q2 2026, an estimated $8.9K.
  • Brunswick made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1048 holding.
  • Clearstead Advisors first reported a position in Brunswick in Q3 2020 and has held it in 24 quarters since.
  • Clearstead Advisors's Brunswick position peaked at $242K in Q3 2025.
  • 471 funds tracked by Wall St. Rank held Brunswick as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.