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Clearstead Advisors’s Grocery Outlet GO Stock Holding History

Clearstead Advisors’s Portfolio GO Stock Details GO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$290 Buy
+29
New +$239 ﹤0.01% 3080
2025
Q4 		– Sell
-77
Closed -$1.24K – 2950
2025
Q3 		$1.24K Buy
+77
New +$1.23K ﹤0.01% 2577
2021
Q4 		– Sell
-98
Closed -$2K – 1338
2021
Q3 		$2K Buy
+98
New +$2.82K ﹤0.01% 1127

Other funds holding GO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BCM
Becker Capital Management Portland, Oregon $3.72B AUM 31.98% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.59B AUM 39.81% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
RSC
Red Spruce Capital Berwyn, Pennsylvania $287M AUM 38.81% 1-Year Est. Return

Clearstead Advisors's GO Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Grocery Outlet (GO) in Q2 2026: 29 shares worth $290. The stake represents ﹤0.01% of the portfolio and ranks #3080 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in GO as recently as Q3 2025.

Clearstead Advisors first reported a position in GO in Q3 2021 and has held it in 3 quarters since. The position peaked at $2K in Q3 2021. 86 funds tracked by Wall St. Rank hold GO as of Q2 2026.

  • Clearstead Advisors held 29 shares of Grocery Outlet worth $290 as of Q2 2026.
  • Grocery Outlet was a new Clearstead Advisors position in Q2 2026.
  • Grocery Outlet made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #3080 holding.
  • Clearstead Advisors first reported a position in Grocery Outlet in Q3 2021 and has held it in 3 quarters since.
  • Clearstead Advisors's Grocery Outlet position peaked at $2K in Q3 2021.
  • 86 funds tracked by Wall St. Rank held Grocery Outlet as of Q2 2026.

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