Clearstead Advisors’s Emergent Biosolutions EBS Stock Holding History

Clearstead Advisors’s Portfolio EBS Stock Details EBS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-9	Closed	-$112	–	2421
2025 Q4	$112	Sell	9 -176	-95%	-$1.89K	﹤0.01%	2502
2025 Q3	$1.63K	Buy	+185	New	+$1.44K	﹤0.01%	2512
2022 Q4	–	Sell	-400	Closed	-$8K	–	1334
2022 Q3	$8K	Hold	400	–	–	﹤0.01%	915
2022 Q2	$12K	Hold	400	–	–	﹤0.01%	892
2022 Q1	$16K	Hold	400	–	–	﹤0.01%	903
2021 Q4	$17K	Buy	400 +202	+102%	+$9.14K	﹤0.01%	849
2021 Q3	$10K	Buy	+198	New	+$12K	﹤0.01%	941

Other funds holding EBS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

PCM

Palisade Capital Management Fort Lee, New Jersey $3B AUM 14% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Clearstead Advisors's EBS Position: Q1 2026 in Review

Clearstead Advisors sold out of Emergent Biosolutions (EBS) in Q1 2026, closing a stake of 9 shares — an estimated $112 sold.

Clearstead Advisors first reported a position in EBS in Q3 2021 and held it in 7 quarters. The position peaked at $17K in Q4 2021. 190 funds tracked by Wall St. Rank hold EBS as of Q1 2026.

Clearstead Advisors reported no remaining Emergent Biosolutions position as of Q1 2026 after selling out during the quarter.
Clearstead Advisors sold 9 Emergent Biosolutions shares in Q1 2026, an estimated $112.
Clearstead Advisors first reported a position in Emergent Biosolutions in Q3 2021 and held it in 7 quarters.
Clearstead Advisors's Emergent Biosolutions position peaked at $17K in Q4 2021.
190 funds tracked by Wall St. Rank held Emergent Biosolutions as of Q1 2026.

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