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Clearstead Advisors’s Better Home & Finance Holding BETR Stock Holding History

Clearstead Advisors’s Portfolio BETR Stock Details BETR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$7.23K Hold
203
– – ﹤0.01% 1672
2025
Q4 		$6.61K Hold
203
– – ﹤0.01% 1969
2025
Q3 		$11.4K Hold
203
– – ﹤0.01% 1890
2025
Q2 		$2.52K Hold
203
– – ﹤0.01% 2278
2025
Q1 		$2.22K Hold
203
– – ﹤0.01% 1884
2024
Q4 		$1.81K Hold
203
– – ﹤0.01% 1858
2024
Q3 		$3.62K Sell
203
-1
-0.5% -$21 ﹤0.01% 1762
2024
Q2 		$4.68K Hold
204
– – ﹤0.01% 1696
2024
Q1 		$4.53K Hold
204
– – ﹤0.01% 1192
2023
Q4 		$8.32K Sell
204
-203
-50% -$4.87K ﹤0.01% 1092
2023
Q3 		$9.76K Buy
+407
New +$312K ﹤0.01% 1124

Other funds holding BETR

FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
SoftBank Group
SoftBank Group Tokyo, Japan $11.4B AUM 27.91% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Hudson Bay Capital Management
Hudson Bay Capital Management Stamford, Connecticut $29B AUM 30.2% 1-Year Est. Return