Clearstead Advisors’s Emerald Holding EEX Stock Holding History

Clearstead Advisors’s Portfolio EEX Stock Details EEX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-112	Closed	-$571	–	2895
2025 Q3	$571	Hold	112	–	–	﹤0.01%	2716
2025 Q2	$544	Buy	+112	New	+$488	﹤0.01%	2480

Other funds holding EEX

Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return

MSD Partners New York $82.3M AUM 15.13% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return

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

Clearstead Advisors's EEX Position: Q4 2025 in Review

Clearstead Advisors sold out of Emerald Holding (EEX) in Q4 2025, closing a stake of 112 shares — an estimated $571 sold.

Clearstead Advisors first reported a position in EEX in Q2 2025 and held it in 2 quarters. The position peaked at $571 in Q3 2025. 73 funds tracked by Wall St. Rank hold EEX as of Q4 2025.

Clearstead Advisors reported no remaining Emerald Holding position as of Q4 2025 after selling out during the quarter.
Clearstead Advisors sold 112 Emerald Holding shares in Q4 2025, an estimated $571.
Clearstead Advisors first reported a position in Emerald Holding in Q2 2025 and held it in 2 quarters.
Clearstead Advisors's Emerald Holding position peaked at $571 in Q3 2025.
73 funds tracked by Wall St. Rank held Emerald Holding as of Q4 2025.

Based on Clearstead Advisors's 13F filing for Q4 2025, filed 9 Feb 2026.