Clearstead Advisors’s Fox Class A FOXA Stock Holding History

Clearstead Advisors’s Portfolio FOXA Stock Details FOXA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4.61K	Sell	79 -546	-87%	-$34.8K	﹤0.01%	1754
2025 Q4	$45.7K	Buy	625 +440	+238%	+$28.7K	﹤0.01%	1441
2025 Q3	$11.7K	Hold	185	–	–	﹤0.01%	1879
2025 Q2	$10.4K	Buy	+185	New	+$9.76K	﹤0.01%	1880
2025 Q1	–	Sell	-9	Closed	-$438	–	2250
2024 Q4	$438	Buy	+9	New	+$405	﹤0.01%	1990
2024 Q1	–	Sell	-30	Closed	-$891	–	1569
2023 Q4	$891	Sell	30 -660	-96%	-$20K	﹤0.01%	1415
2023 Q3	$21.5K	Buy	690 +342	+98%	+$11.2K	﹤0.01%	1010
2023 Q2	$11.8K	Buy	348 +73	+27%	+$2.39K	﹤0.01%	964
2023 Q1	$9.36K	Buy	275 +19	+7%	+$642	﹤0.01%	958
2022 Q4	$7.78K	Buy	256 +142	+125%	+$4.33K	﹤0.01%	937
2022 Q3	$4K	Buy	114 +57	+100%	+$1.93K	﹤0.01%	997
2022 Q2	$2K	Sell	57 -82	-59%	-$2.88K	﹤0.01%	1105
2022 Q1	$5K	Hold	139	–	–	﹤0.01%	1073
2021 Q4	$5K	Sell	139 -48	-26%	-$1.89K	﹤0.01%	994
2021 Q3	$8K	Buy	187 +140	+298%	+$5.16K	﹤0.01%	973
2021 Q2	$2K	Buy	+47	New	+$1.76K	﹤0.01%	1045

Other funds holding FOXA

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return

Geode Capital Management

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

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return