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Clearstead Advisors’s Eve Holding EVEX Stock Holding History

Clearstead Advisors’s Portfolio EVEX Stock Details EVEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$724 Buy
+288
New +$830 ﹤0.01% 2812
2025
Q4 		– Sell
-11
Closed -$42 – 2907
2025
Q3 		$42 Buy
+11
New +$59 ﹤0.01% 2985

Other funds holding EVEX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FSC
Fourth Sail Capital Camana Bay Grand Cayman, Cayman Islands $660M AUM 27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SGDR
SPX Gestao de Recursos Rio De Janeiro, Brazil $898M AUM 45.5% 1-Year Est. Return
PA
Pinnacle Associates New York $9.16B AUM 63.5% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
JDLA
J. Derek Lewis & Associates Newport Beach, California $529M AUM
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
P8IP
Pier 88 Investment Partners San Francisco, California $421M AUM 14.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Clearstead Advisors's EVEX Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Eve Holding (EVEX) in Q2 2026: 288 shares worth $724. The stake represents ﹤0.01% of the portfolio and ranks #2812 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in EVEX as recently as Q3 2025.

Clearstead Advisors first reported a position in EVEX in Q3 2025 and has held it in 2 quarters since. 45 funds tracked by Wall St. Rank hold EVEX as of Q2 2026.

  • Clearstead Advisors held 288 shares of Eve Holding worth $724 as of Q2 2026.
  • Eve Holding was a new Clearstead Advisors position in Q2 2026.
  • Eve Holding made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2812 holding.
  • Clearstead Advisors first reported a position in Eve Holding in Q3 2025 and has held it in 2 quarters since.
  • 45 funds tracked by Wall St. Rank held Eve Holding as of Q2 2026.

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