CA
EVLV icon

Clearstead Advisors’s Evolv Technologies EVLV Stock Holding History

Clearstead Advisors’s Portfolio EVLV Stock Details EVLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-300
Closed -$936 – 2777
2025
Q1 		$936 Hold
300
– – ﹤0.01% 1994
2024
Q4 		$1.19K Hold
300
– – ﹤0.01% 1906
2024
Q3 		$1.22K Hold
300
– – ﹤0.01% 1896
2024
Q2 		$765 Hold
300
– – ﹤0.01% 1916
2024
Q1 		$723 Buy
+300
New +$1.3K ﹤0.01% 1428

Other funds holding EVLV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DCI
Data Collective IV Palo Alto, California $55.9M AUM 49.14% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
KCM
Key Colony Management Little Rock, Arkansas $73.7M AUM 49.85% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CP
CenterBook Partners Greenwich, Connecticut $1.86B AUM 24.52% 1-Year Est. Return

Clearstead Advisors's EVLV Position: Q2 2025 in Review

Clearstead Advisors sold out of Evolv Technologies (EVLV) in Q2 2025, closing a stake of 300 shares — an estimated $936 sold.

Clearstead Advisors first reported a position in EVLV in Q1 2024 and held it in 5 quarters. The position peaked at $1.22K in Q3 2024. 213 funds tracked by Wall St. Rank hold EVLV as of Q2 2025.

  • Clearstead Advisors reported no remaining Evolv Technologies position as of Q2 2025 after selling out during the quarter.
  • Clearstead Advisors sold 300 Evolv Technologies shares in Q2 2025, an estimated $936.
  • Clearstead Advisors first reported a position in Evolv Technologies in Q1 2024 and held it in 5 quarters.
  • Clearstead Advisors's Evolv Technologies position peaked at $1.22K in Q3 2024.
  • 213 funds tracked by Wall St. Rank held Evolv Technologies as of Q2 2025.

Based on Clearstead Advisors's 13F filing for Q2 2025, filed 8 Aug 2025.