Clearstead Advisors’s Escalade ESCA Stock Holding History

Clearstead Advisors’s Portfolio ESCA Stock Details ESCA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-1	Closed	-$14	–	2436
2025 Q4	$14	Sell	1 -17	-94%	-$212	﹤0.01%	2703
2025 Q3	$227	Buy	+18	New	+$231	﹤0.01%	2846

Other funds holding ESCA

Minerva Advisors Bala Cynwyd, Pennsylvania $155M AUM 35.49% 1-Year Est. Return

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

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

NSIM

North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

RCAG

Rehmann Capital Advisory Group Lansing, Michigan $1.92B AUM 16.97% 1-Year Est. Return

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Clearstead Advisors's ESCA Position: Q1 2026 in Review

Clearstead Advisors sold out of Escalade (ESCA) in Q1 2026, closing a stake of 1 share — an estimated $14 sold.

Clearstead Advisors first reported a position in ESCA in Q3 2025 and held it in 2 quarters. The position peaked at $227 in Q3 2025. 84 funds tracked by Wall St. Rank hold ESCA as of Q1 2026.

Clearstead Advisors reported no remaining Escalade position as of Q1 2026 after selling out during the quarter.
Clearstead Advisors sold 1 Escalade share in Q1 2026, an estimated $14.
Clearstead Advisors first reported a position in Escalade in Q3 2025 and held it in 2 quarters.
Clearstead Advisors's Escalade position peaked at $227 in Q3 2025.
84 funds tracked by Wall St. Rank held Escalade as of Q1 2026.

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