CA
CIRC

Clearstead Advisors’s Circle8 Group CIRC Stock Holding History

Clearstead Advisors’s Portfolio CIRC Stock Details CIRC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$49 Buy
+53
New +$84 ﹤0.01% 3486
2025
Q4 		– Sell
-7
Closed -$22 – 3325
2025
Q3 		$22 Buy
+7
New +$21 ﹤0.01% 3019

Other funds holding CIRC

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return

Clearstead Advisors's CIRC Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Circle8 Group (CIRC) in Q2 2026: 53 shares worth $49. The stake represents ﹤0.01% of the portfolio and ranks #3486 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in CIRC as recently as Q3 2025.

Clearstead Advisors first reported a position in CIRC in Q3 2025 and has held it in 2 quarters since. 48 funds tracked by Wall St. Rank hold CIRC as of Q2 2026.

  • Clearstead Advisors held 53 shares of Circle8 Group worth $49 as of Q2 2026.
  • Circle8 Group was a new Clearstead Advisors position in Q2 2026.
  • Circle8 Group made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #3486 holding.
  • Clearstead Advisors first reported a position in Circle8 Group in Q3 2025 and has held it in 2 quarters since.
  • 48 funds tracked by Wall St. Rank held Circle8 Group as of Q2 2026.

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