Clearstead Advisors’s BrightView Holdings BV Stock Holding History

Clearstead Advisors’s Portfolio BV Stock Details BV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-2	Closed	-$34	–	3117
2025 Q2	$34	Buy	+2	New	+$30	﹤0.01%	2692

Other funds holding BV

KKRC

Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

Harvey Partners Tarrytown, New York $1.26B AUM 64.44% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Newtyn Management New York $936M AUM 27.23% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Clearstead Advisors's BV Position: Q3 2025 in Review

Clearstead Advisors sold out of BrightView Holdings (BV) in Q3 2025, closing a stake of 2 shares — an estimated $34 sold.

Clearstead Advisors first reported a position in BV in Q2 2025 and held it in 1 quarter. The position peaked at $34 in Q2 2025. 190 funds tracked by Wall St. Rank hold BV as of Q3 2025.

Clearstead Advisors reported no remaining BrightView Holdings position as of Q3 2025 after selling out during the quarter.
Clearstead Advisors sold 2 BrightView Holdings shares in Q3 2025, an estimated $34.
Clearstead Advisors first reported a position in BrightView Holdings in Q2 2025 and held it in 1 quarter.
Clearstead Advisors's BrightView Holdings position peaked at $34 in Q2 2025.
190 funds tracked by Wall St. Rank held BrightView Holdings as of Q3 2025.

Based on Clearstead Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.