CA
CITR

Clearstead Advisors’s CitroTech Inc CITR Stock Holding History

Clearstead Advisors’s Portfolio CITR Stock Details CITR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.52K Hold
1,000
– – ﹤0.01% 2162
2026
Q1 		$8.63K Hold
1,000
– – ﹤0.01% 1628
2025
Q4 		$8.08K Buy
+1,000
New +$7.87K ﹤0.01% 1928

Other funds holding CITR

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
LTM
Lotus Technology Management Orlando, Florida $81.5M AUM
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 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
TC
T3 Companies New York $93.7M AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Clearstead Advisors's CITR Position: Q2 2026 in Review

Clearstead Advisors held its CitroTech Inc (CITR) position steady in Q2 2026 at 1,000 shares worth $5.52K. The position accounts for ﹤0.01% of the portfolio, ranked #2162.

Clearstead Advisors first reported a position in CITR in Q4 2025 and has held it in 3 quarters since. The position peaked at $8.63K in Q1 2026. 26 funds tracked by Wall St. Rank hold CITR as of Q2 2026.

  • Clearstead Advisors held 1,000 shares of CitroTech Inc worth $5.52K as of Q2 2026.
  • Clearstead Advisors left its CitroTech Inc share count unchanged in Q2 2026.
  • CitroTech Inc made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2162 holding.
  • Clearstead Advisors first reported a position in CitroTech Inc in Q4 2025 and has held it in 3 quarters since.
  • Clearstead Advisors's CitroTech Inc position peaked at $8.63K in Q1 2026.
  • 26 funds tracked by Wall St. Rank held CitroTech Inc as of Q2 2026.

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