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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
2026
Q2 		$681 Buy
+48
New +$602 ﹤0.01% 2833
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 $5.71B AUM 72.37% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
HP
Harvey Partners Tarrytown, New York $1.46B AUM 78.13% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Clearstead Advisors's BV Position: Q2 2026 in Review

Clearstead Advisors opened a new position in BrightView Holdings (BV) in Q2 2026: 48 shares worth $681. The stake represents ﹤0.01% of the portfolio and ranks #2833 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in BV as recently as Q2 2025.

Clearstead Advisors first reported a position in BV in Q2 2025 and has held it in 2 quarters since. 185 funds tracked by Wall St. Rank hold BV as of Q2 2026.

  • Clearstead Advisors held 48 shares of BrightView Holdings worth $681 as of Q2 2026.
  • BrightView Holdings was a new Clearstead Advisors position in Q2 2026.
  • BrightView Holdings made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2833 holding.
  • Clearstead Advisors first reported a position in BrightView Holdings in Q2 2025 and has held it in 2 quarters since.
  • 185 funds tracked by Wall St. Rank held BrightView Holdings as of Q2 2026.

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