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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
Q2 		$2.17K Buy
+650
New +$3.09K ﹤0.01% 2457
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

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 26.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Q1WB
Quest 10 Wealth Builders Fuquay-Varina, Virginia $129M AUM 22.73% 1-Year Est. Return

Clearstead Advisors's CVKD Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Cadrenal Therapeutics (CVKD) in Q2 2026: 650 shares worth $2.17K. The stake represents ﹤0.01% of the portfolio and ranks #2457 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in CVKD as recently as Q4 2025.

Clearstead Advisors first reported a position in CVKD in Q3 2025 and has held it in 3 quarters since. 19 funds tracked by Wall St. Rank hold CVKD as of Q2 2026.

  • Clearstead Advisors held 650 shares of Cadrenal Therapeutics worth $2.17K as of Q2 2026.
  • Cadrenal Therapeutics was a new Clearstead Advisors position in Q2 2026.
  • Cadrenal Therapeutics made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2457 holding.
  • Clearstead Advisors first reported a position in Cadrenal Therapeutics in Q3 2025 and has held it in 3 quarters since.
  • 19 funds tracked by Wall St. Rank held Cadrenal Therapeutics as of Q2 2026.

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