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Clearstead Advisors’s Braze BRZE Stock Holding History

Clearstead Advisors’s Portfolio BRZE Stock Details BRZE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-4,429
Closed -$152K – 2335
2025
Q4 		$152K Buy
4,429
+2,744
+163% +$81.3K ﹤0.01% 993
2025
Q3 		$47.9K Buy
1,685
+620
+58% +$17.6K ﹤0.01% 1296
2025
Q2 		$29.9K Buy
1,065
+658
+162% +$20.8K ﹤0.01% 1456
2025
Q1 		$14.7K Buy
407
+99
+32% +$3.98K ﹤0.01% 1501
2024
Q4 		$12.9K Hold
308
– – ﹤0.01% 1512
2024
Q3 		$9.96K Hold
308
– – ﹤0.01% 1579
2024
Q2 		$12K Buy
+308
New +$12.3K ﹤0.01% 1513

Other funds holding BRZE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BMC
Battery Management Corp Boston, Massachusetts $426M AUM 21.5% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 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
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Clearstead Advisors's BRZE Position: Q1 2026 in Review

Clearstead Advisors sold out of Braze (BRZE) in Q1 2026, closing a stake of 4,429 shares — an estimated $152K sold.

Clearstead Advisors first reported a position in BRZE in Q2 2024 and held it in 7 quarters. The position peaked at $152K in Q4 2025. 257 funds tracked by Wall St. Rank hold BRZE as of Q1 2026.

  • Clearstead Advisors reported no remaining Braze position as of Q1 2026 after selling out during the quarter.
  • Clearstead Advisors sold 4,429 Braze shares in Q1 2026, an estimated $152K.
  • Clearstead Advisors first reported a position in Braze in Q2 2024 and held it in 7 quarters.
  • Clearstead Advisors's Braze position peaked at $152K in Q4 2025.
  • 257 funds tracked by Wall St. Rank held Braze as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.