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Clearstead Advisors’s Liquidity Services LQDT Stock Holding History

Clearstead Advisors’s Portfolio LQDT Stock Details LQDT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$392 Buy
+10
New +$354 ﹤0.01% 3000
2025
Q4 		– Sell
-1
Closed -$28 – 3047
2025
Q3 		$28 Buy
+1
New +$26 ﹤0.01% 3008

Other funds holding LQDT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return
WIC
Willis Investment Counsel Gainesville, Georgia $2.1B AUM 24.61% 1-Year Est. Return
AIM
Access Investment Management Atlanta, Georgia $391M AUM 21.6% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Clearstead Advisors's LQDT Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Liquidity Services (LQDT) in Q2 2026: 10 shares worth $392. The stake represents ﹤0.01% of the portfolio and ranks #3000 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in LQDT as recently as Q3 2025.

Clearstead Advisors first reported a position in LQDT in Q3 2025 and has held it in 2 quarters since. 84 funds tracked by Wall St. Rank hold LQDT as of Q2 2026.

  • Clearstead Advisors held 10 shares of Liquidity Services worth $392 as of Q2 2026.
  • Liquidity Services was a new Clearstead Advisors position in Q2 2026.
  • Liquidity Services made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #3000 holding.
  • Clearstead Advisors first reported a position in Liquidity Services in Q3 2025 and has held it in 2 quarters since.
  • 84 funds tracked by Wall St. Rank held Liquidity Services as of Q2 2026.

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