Clearstead Advisors’s HilleVax HLVX Stock Holding History

Clearstead Advisors’s Portfolio HLVX Stock Details HLVX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-167	Closed	-$333	–	3156
2025 Q2	$333	Buy	+167	New	+$305	﹤0.01%	2531

Clearstead Advisors's HLVX Position: Q3 2025 in Review

Clearstead Advisors sold out of HilleVax (HLVX) in Q3 2025, closing a stake of 167 shares — an estimated $333 sold.

Clearstead Advisors first reported a position in HLVX in Q2 2025 and held it in 1 quarter. The position peaked at $333 in Q2 2025. 1 fund tracked by Wall St. Rank holds HLVX as of Q3 2025.

Clearstead Advisors reported no remaining HilleVax position as of Q3 2025 after selling out during the quarter.
Clearstead Advisors sold 167 HilleVax shares in Q3 2025, an estimated $333.
Clearstead Advisors first reported a position in HilleVax in Q2 2025 and held it in 1 quarter.
Clearstead Advisors's HilleVax position peaked at $333 in Q2 2025.
1 fund tracked by Wall St. Rank held HilleVax as of Q3 2025.

Based on Clearstead Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.