Clearstead Advisors’s Crane NXT CXT Stock Holding History

Clearstead Advisors’s Portfolio CXT Stock Details CXT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.25K	Sell	44 -4	-8%	-$171	﹤0.01%	2439
2026 Q1	$1.95K	Sell	48 -332	-87%	-$16.1K	﹤0.01%	1905
2025 Q4	$17.9K	Buy	380 +19	+5%	+$1.12K	﹤0.01%	1748
2025 Q3	$24.2K	Sell	361 -200	-36%	-$11.9K	﹤0.01%	1554
2025 Q2	$30.2K	Buy	561 +91	+19%	+$4.63K	﹤0.01%	1453
2025 Q1	$24.2K	Sell	470 -49	-9%	-$2.87K	﹤0.01%	1364
2024 Q4	$30.2K	Buy	+519	New	+$29.8K	﹤0.01%	1279
2024 Q2	–	Sell	-24	Closed	-$1.45K	–	2040
2024 Q1	$1.45K	Hold	24	–	–	﹤0.01%	1356
2023 Q4	$1.36K	Sell	24 -2	-8%	-$106	﹤0.01%	1350
2023 Q3	$1.45K	Buy	+26	New	+$1.51K	﹤0.01%	1304

Other funds holding CXT

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

CCM

Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.96B AUM 38.5% 1-Year Est. Return

Clearstead Advisors's CXT Position: Q2 2026 in Review

Clearstead Advisors reduced its Crane NXT (CXT) stake by 8.3% in Q2 2026, selling an estimated $171 and leaving 44 shares worth $2.25K. The position accounts for ﹤0.01% of the portfolio, ranked #2439.

Clearstead Advisors first reported a position in CXT in Q3 2023 and has held it in 10 quarters since. The position peaked at $30.2K in Q2 2025. 356 funds tracked by Wall St. Rank hold CXT as of Q2 2026.

Clearstead Advisors held 44 shares of Crane NXT worth $2.25K as of Q2 2026.
Clearstead Advisors sold 4 Crane NXT shares in Q2 2026, an estimated $171.
Crane NXT made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2439 holding.
Clearstead Advisors first reported a position in Crane NXT in Q3 2023 and has held it in 10 quarters since.
Clearstead Advisors's Crane NXT position peaked at $30.2K in Q2 2025.
356 funds tracked by Wall St. Rank held Crane NXT as of Q2 2026.

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