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Clearstead Advisors’s CTS Corp CTS Stock Holding History

Clearstead Advisors’s Portfolio CTS Stock Details CTS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-3,712
Closed -$158K – 3130
2025
Q2 		$158K Hold
3,712
– – ﹤0.01% 942
2025
Q1 		$154K Hold
3,712
– – ﹤0.01% 888
2024
Q4 		$196K Hold
3,712
– – ﹤0.01% 867
2024
Q3 		$180K Hold
3,712
– – ﹤0.01% 886
2024
Q2 		$188K Buy
+3,712
New +$183K ﹤0.01% 836

Other funds holding CTS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

Clearstead Advisors's CTS Position: Q3 2025 in Review

Clearstead Advisors sold out of CTS Corp (CTS) in Q3 2025, closing a stake of 3,712 shares — an estimated $158K sold.

Clearstead Advisors first reported a position in CTS in Q2 2024 and held it in 5 quarters. The position peaked at $196K in Q4 2024. 237 funds tracked by Wall St. Rank hold CTS as of Q3 2025.

  • Clearstead Advisors reported no remaining CTS Corp position as of Q3 2025 after selling out during the quarter.
  • Clearstead Advisors sold 3,712 CTS Corp shares in Q3 2025, an estimated $158K.
  • Clearstead Advisors first reported a position in CTS Corp in Q2 2024 and held it in 5 quarters.
  • Clearstead Advisors's CTS Corp position peaked at $196K in Q4 2024.
  • 237 funds tracked by Wall St. Rank held CTS Corp as of Q3 2025.

Based on Clearstead Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.