Clearstead Advisors’s Bright Horizons BFAM Stock Holding History

Clearstead Advisors’s Portfolio BFAM Stock Details BFAM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.04K	Sell	37 -56	-60%	-$4.72K	﹤0.01%	1813
2025 Q4	$9.43K	Sell	93 -422	-82%	-$42.6K	﹤0.01%	1896
2025 Q3	$55.9K	Sell	515 -600	-54%	-$69.5K	﹤0.01%	1246
2025 Q2	$138K	Buy	1,115 +278	+33%	+$34.1K	﹤0.01%	977
2025 Q1	$106K	Sell	837 -1,446	-63%	-$177K	﹤0.01%	983
2024 Q4	$253K	Sell	2,283 -665	-23%	-$80K	﹤0.01%	780
2024 Q3	$413K	Buy	2,948 +277	+10%	+$35.8K	0.01%	621
2024 Q2	$294K	Buy	2,671 +2,039	+323%	+$220K	0.01%	691
2024 Q1	$71.2K	Buy	632 +85	+16%	+$8.96K	﹤0.01%	683
2023 Q4	$51.5K	Sell	547 -433	-44%	-$36.9K	﹤0.01%	728
2023 Q3	$79.8K	Buy	980 +330	+51%	+$30.5K	﹤0.01%	790
2023 Q2	$60.1K	Buy	650 +622	+2,221%	+$52.6K	﹤0.01%	691
2023 Q1	$2.16K	Buy	+28	New	+$2.15K	﹤0.01%	1126
2022 Q2	–	Sell	-42	Closed	-$6K	–	1283
2022 Q1	$6K	Buy	+42	New	+$5.46K	﹤0.01%	1051

Other funds holding BFAM

Kayne Anderson Rudnick Investment Management

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Neuberger Berman Group

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Abrams Bison Investments Bethesda, Maryland $2.31B AUM 40.26% 1-Year Est. Return