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Clearstead Advisors’s KBR KBR Stock Holding History

Clearstead Advisors’s Portfolio KBR Stock Details KBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.04K Buy
+30
New +$1.05K ﹤0.01% 2675
2026
Q1 		– Sell
-1,479
Closed -$59.5K – 2568
2025
Q4 		$59.5K Buy
1,479
+1,017
+220% +$43.6K ﹤0.01% 1324
2025
Q3 		$21.8K Sell
462
-73
-14% -$3.54K ﹤0.01% 1608
2025
Q2 		$25.6K Buy
535
+526
+5,844% +$27.3K ﹤0.01% 1522
2025
Q1 		$449 Buy
9
+8
+800% +$427 ﹤0.01% 2080
2024
Q4 		$58 Buy
+1
New +$64 ﹤0.01% 2061

Other funds holding KBR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Clearstead Advisors's KBR Position: Q2 2026 in Review

Clearstead Advisors opened a new position in KBR (KBR) in Q2 2026: 30 shares worth $1.04K. The stake represents ﹤0.01% of the portfolio and ranks #2675 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in KBR as recently as Q4 2025.

Clearstead Advisors first reported a position in KBR in Q4 2024 and has held it in 6 quarters since. The position peaked at $59.5K in Q4 2025. 361 funds tracked by Wall St. Rank hold KBR as of Q2 2026.

  • Clearstead Advisors held 30 shares of KBR worth $1.04K as of Q2 2026.
  • KBR was a new Clearstead Advisors position in Q2 2026.
  • KBR made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2675 holding.
  • Clearstead Advisors first reported a position in KBR in Q4 2024 and has held it in 6 quarters since.
  • Clearstead Advisors's KBR position peaked at $59.5K in Q4 2025.
  • 361 funds tracked by Wall St. Rank held KBR as of Q2 2026.

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