Clearstead Advisors’s Leidos LDOS Stock Holding History

Clearstead Advisors’s Portfolio LDOS Stock Details LDOS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$256K	Sell	1,643 -90	-5%	-$16.2K	﹤0.01%	920
2025 Q4	$313K	Buy	1,733 +147	+9%	+$27.9K	﹤0.01%	798
2025 Q3	$300K	Buy	1,586 +1,465	+1,211%	+$255K	﹤0.01%	780
2025 Q2	$19.1K	Sell	121 -22	-15%	-$3.25K	﹤0.01%	1641
2025 Q1	$19.3K	Buy	143 +92	+180%	+$12.8K	﹤0.01%	1435
2024 Q4	$7.35K	Sell	51 -5	-9%	-$832	﹤0.01%	1652
2024 Q3	$9.13K	Sell	56 -1,440	-96%	-$218K	﹤0.01%	1601
2024 Q2	$218K	Buy	1,496 +1,445	+2,833%	+$202K	﹤0.01%	796
2024 Q1	$7.45K	Sell	51 -1,167	-96%	-$139K	﹤0.01%	1111
2023 Q4	$132K	Sell	1,218 -1,224	-50%	-$125K	0.01%	529
2023 Q3	$225K	Buy	2,442 +1,242	+104%	+$117K	0.01%	550
2023 Q2	$106K	Hold	1,200	–	–	0.01%	561
2023 Q1	$110K	Hold	1,200	–	–	0.01%	491
2022 Q4	$126K	Hold	1,200	–	–	0.01%	457
2022 Q3	$105K	Hold	1,200	–	–	0.01%	468
2022 Q2	$121K	Hold	1,200	–	–	0.01%	462
2022 Q1	$130K	Buy	+1,200	New	+$116K	0.01%	496
2021 Q4	–	Sell	-22	Closed	-$2K	–	1363
2021 Q3	$2K	Sell	22 -32	-59%	-$3.17K	﹤0.01%	1132
2021 Q2	$5K	Buy	+54	New	+$5.54K	﹤0.01%	884

Other funds holding LDOS

Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Geode Capital Management

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

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

VanEck Associates

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return