Clearstead Advisors’s Cerence CRNC Stock Holding History

Clearstead Advisors’s Portfolio CRNC Stock Details CRNC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$748	Buy	+66	New	+$647	﹤0.01%	2796
2026 Q1	–	Sell	-3	Closed	-$33	–	2383
2025 Q4	$33	Sell	3 -171	-98%	-$1.88K	﹤0.01%	2646
2025 Q3	$2.17K	Hold	174	–	–	﹤0.01%	2424
2025 Q2	$1.78K	Buy	+174	New	+$1.53K	﹤0.01%	2346
2023 Q3	–	Sell	-35	Closed	-$1.02K	–	1531
2023 Q2	$1.02K	Hold	35	–	–	﹤0.01%	1249
2023 Q1	$984	Hold	35	–	–	﹤0.01%	1243
2022 Q4	$649	Hold	35	–	–	﹤0.01%	1206
2022 Q3	$1K	Hold	35	–	–	﹤0.01%	1132
2022 Q2	$1K	Hold	35	–	–	﹤0.01%	1161
2022 Q1	$1K	Hold	35	–	–	﹤0.01%	1271
2021 Q4	$3K	Sell	35 -168	-83%	-$14.8K	﹤0.01%	1058
2021 Q3	$20K	Buy	203 +168	+480%	+$18.3K	﹤0.01%	817
2021 Q2	$4K	Hold	35	–	–	﹤0.01%	912
2021 Q1	$3K	Hold	35	–	–	﹤0.01%	915
2020 Q4	$4K	Buy	35 +10	+40%	+$746	﹤0.01%	818
2020 Q3	$1K	Buy	+25	New	+$1.2K	﹤0.01%	837

Other funds holding CRNC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

PAM

Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return

IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

AFAS

Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return

Clearstead Advisors's CRNC Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Cerence (CRNC) in Q2 2026: 66 shares worth $748. The stake represents ﹤0.01% of the portfolio and ranks #2796 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in CRNC as recently as Q4 2025.

Clearstead Advisors first reported a position in CRNC in Q3 2020 and has held it in 16 quarters since. The position peaked at $20K in Q3 2021. 71 funds tracked by Wall St. Rank hold CRNC as of Q2 2026.

Clearstead Advisors held 66 shares of Cerence worth $748 as of Q2 2026.
Cerence was a new Clearstead Advisors position in Q2 2026.
Cerence made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2796 holding.
Clearstead Advisors first reported a position in Cerence in Q3 2020 and has held it in 16 quarters since.
Clearstead Advisors's Cerence position peaked at $20K in Q3 2021.
71 funds tracked by Wall St. Rank held Cerence as of Q2 2026.

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