Clearstead Advisors’s Information Services Group III Stock Holding History

Clearstead Advisors’s Portfolio III Stock Details III Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-128	Closed	-$736	–	2996
2025 Q3	$736	Buy	128 +3	+2%	+$15	﹤0.01%	2674
2025 Q2	$600	Buy	+125	New	+$538	﹤0.01%	2473

Other funds holding III

PCMF

Private Capital Management (Florida) Naples, Florida $1B AUM 15.98% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

CIC

Crawford Investment Counsel Atlanta, Georgia $5.85B AUM 12.61% 1-Year Est. Return

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

CAG

Crestwood Advisors Group Boston, Massachusetts $6.74B AUM 30.22% 1-Year Est. Return

HIM

Hillsdale Investment Management Toronto, Ontario, Canada $3.68B AUM 62.12% 1-Year Est. Return

Clearstead Advisors's III Position: Q4 2025 in Review

Clearstead Advisors sold out of Information Services Group (III) in Q4 2025, closing a stake of 128 shares — an estimated $736 sold.

Clearstead Advisors first reported a position in III in Q2 2025 and held it in 2 quarters. The position peaked at $736 in Q3 2025. 142 funds tracked by Wall St. Rank hold III as of Q4 2025.

Clearstead Advisors reported no remaining Information Services Group position as of Q4 2025 after selling out during the quarter.
Clearstead Advisors sold 128 Information Services Group shares in Q4 2025, an estimated $736.
Clearstead Advisors first reported a position in Information Services Group in Q2 2025 and held it in 2 quarters.
Clearstead Advisors's Information Services Group position peaked at $736 in Q3 2025.
142 funds tracked by Wall St. Rank held Information Services Group as of Q4 2025.

Based on Clearstead Advisors's 13F filing for Q4 2025, filed 9 Feb 2026.