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Clearstead Advisors’s Fox Class B FOX Stock Holding History

Clearstead Advisors’s Portfolio FOX Stock Details FOX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.86K Sell
35
-314
-90% -$18.1K ﹤0.01% 1915
2025
Q4 		$22.7K Buy
349
+247
+242% +$14.4K ﹤0.01% 1672
2025
Q3 		$5.84K Hold
102
– – ﹤0.01% 2097
2025
Q2 		$5.27K Buy
102
+94
+1,175% +$4.58K ﹤0.01% 2096
2025
Q1 		$422 Sell
8
-3
-27% -$149 ﹤0.01% 2086
2024
Q4 		$504 Buy
+11
New +$463 ﹤0.01% 1982
2023
Q2 		– Sell
-16
Closed -$501 – 1402
2023
Q1 		$501 Buy
+16
New +$501 ﹤0.01% 1301

Other funds holding FOX

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
YAM
Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return