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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
Q2 		$6.96K Buy
+321
New +$7.15K ﹤0.01% 2100
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
BMC
Battery Management Corp Boston, Massachusetts $368M AUM 28.04% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Clearstead Advisors's BRZE Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Braze (BRZE) in Q2 2026: 321 shares worth $6.96K. The stake represents ﹤0.01% of the portfolio and ranks #2100 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in BRZE as recently as Q4 2025.

Clearstead Advisors first reported a position in BRZE in Q2 2024 and has held it in 8 quarters since. The position peaked at $152K in Q4 2025. 245 funds tracked by Wall St. Rank hold BRZE as of Q2 2026.

  • Clearstead Advisors held 321 shares of Braze worth $6.96K as of Q2 2026.
  • Braze was a new Clearstead Advisors position in Q2 2026.
  • Braze made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2100 holding.
  • Clearstead Advisors first reported a position in Braze in Q2 2024 and has held it in 8 quarters since.
  • Clearstead Advisors's Braze position peaked at $152K in Q4 2025.
  • 245 funds tracked by Wall St. Rank held Braze as of Q2 2026.

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