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Clearstead Advisors’s Cadrenal Therapeutics CVKD Stock Holding History

Clearstead Advisors’s Portfolio CVKD Stock Details CVKD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-150
Closed -$1.02K – 2393
2025
Q4 		$1.02K Hold
150
– – ﹤0.01% 2226
2025
Q3 		$2.08K Buy
+150
New +$1.86K ﹤0.01% 2438

Other funds holding CVKD

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
DWP
Destiny Wealth Partners Tavares, Florida $914M AUM 18.14% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Clearstead Advisors's CVKD Position: Q1 2026 in Review

Clearstead Advisors sold out of Cadrenal Therapeutics (CVKD) in Q1 2026, closing a stake of 150 shares — an estimated $1.02K sold.

Clearstead Advisors first reported a position in CVKD in Q3 2025 and held it in 2 quarters. The position peaked at $2.08K in Q3 2025. 20 funds tracked by Wall St. Rank hold CVKD as of Q1 2026.

  • Clearstead Advisors reported no remaining Cadrenal Therapeutics position as of Q1 2026 after selling out during the quarter.
  • Clearstead Advisors sold 150 Cadrenal Therapeutics shares in Q1 2026, an estimated $1.02K.
  • Clearstead Advisors first reported a position in Cadrenal Therapeutics in Q3 2025 and held it in 2 quarters.
  • Clearstead Advisors's Cadrenal Therapeutics position peaked at $2.08K in Q3 2025.
  • 20 funds tracked by Wall St. Rank held Cadrenal Therapeutics as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.