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
2026 Q3	$89	Sell	19 -67	-78%	-$365	﹤0.01%	3267
2026 Q2	$499	Buy	+86	New	+$539	﹤0.01%	2921
2025 Q2	–	Sell	-300	Closed	-$936	–	2777
2025 Q1	$936	Hold	300	–	–	﹤0.01%	1994
2024 Q4	$1.18K	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

Stoic Point Capital Management Palo Alto, California $153M AUM 1.6% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Emerald Advisers Leola, Pennsylvania $3.64B AUM 71.19% 1-Year Est. Return

Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.45B AUM 70.46% 1-Year Est. Return

Creek Drive Management Group San Francisco, California $368M AUM 23.05% 1-Year Est. Return

Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return

Peregrine Capital Management Minneapolis, Minnesota $2.95B AUM 28.43% 1-Year Est. Return

Western Standard LLC Los Angeles, California $424M AUM 17.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Clearstead Advisors's EVLV Position: Q3 2026 in Review

Clearstead Advisors reduced its Evolv Technologies (EVLV) stake by 78% in Q3 2026, selling an estimated $365 and leaving 19 shares worth $89. The position accounts for ﹤0.01% of the portfolio, ranked #3267.

Clearstead Advisors first reported a position in EVLV in Q1 2024 and has held it in 7 quarters since. The position peaked at $1.22K in Q3 2024. 122 funds tracked by Wall St. Rank hold EVLV as of Q3 2026.

Clearstead Advisors held 19 shares of Evolv Technologies worth $89 as of Q3 2026.
Clearstead Advisors sold 67 Evolv Technologies shares in Q3 2026, an estimated $365.
Evolv Technologies made up ﹤0.01% of Clearstead Advisors's portfolio in Q3 2026, its #3267 holding.
Clearstead Advisors first reported a position in Evolv Technologies in Q1 2024 and has held it in 7 quarters since.
Clearstead Advisors's Evolv Technologies position peaked at $1.22K in Q3 2024.
122 funds tracked by Wall St. Rank held Evolv Technologies as of Q3 2026.

Based on Clearstead Advisors's 13F filing for Q3 2026, filed 6 Nov 2026.