Clearstead Advisors’s Cloudastructure CSAI Stock Holding History

Clearstead Advisors’s Portfolio CSAI Stock Details CSAI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-5	Closed	-$92	–	3744
2026 Q1	$92	Hold	5	–	–	﹤0.01%	2200
2025 Q4	$121	Buy	+5	New	+$191	﹤0.01%	2491

Other funds holding CSAI

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

XTX Topco George Town, Cayman Islands $7.72B AUM 32.88% 1-Year Est. Return

Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

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

Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return

HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

Clearstead Advisors's CSAI Position: Q2 2026 in Review

Clearstead Advisors sold out of Cloudastructure (CSAI) in Q2 2026, closing a stake of 5 shares — an estimated $92 sold.

Clearstead Advisors first reported a position in CSAI in Q4 2025 and held it in 2 quarters. The position peaked at $121 in Q4 2025. 23 funds tracked by Wall St. Rank hold CSAI as of Q2 2026.

Clearstead Advisors reported no remaining Cloudastructure position as of Q2 2026 after selling out during the quarter.
Clearstead Advisors sold 5 Cloudastructure shares in Q2 2026, an estimated $92.
Clearstead Advisors first reported a position in Cloudastructure in Q4 2025 and held it in 2 quarters.
Clearstead Advisors's Cloudastructure position peaked at $121 in Q4 2025.
23 funds tracked by Wall St. Rank held Cloudastructure as of Q2 2026.

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