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Clearstead Advisors’s Lifeway Foods LWAY Stock Holding History

Clearstead Advisors’s Portfolio LWAY Stock Details LWAY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$271 Buy
14
+2
+17% +$43 ﹤0.01% 2153
2025
Q4 		$291 Buy
12
+2
+20% +$49 ﹤0.01% 2381
2025
Q3 		$278 Buy
10
+5
+100% +$141 ﹤0.01% 2819
2025
Q2 		$124 Buy
+5
New +$118 ﹤0.01% 2597

Other funds holding LWAY

DSCM
Divisadero Street Capital Management Miami, Florida $2.39B AUM 134.55% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Tudor Investment Corp
Tudor Investment Corp Stamford, Connecticut $53.9B AUM 29.12% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
SC
Slotnik Capital Dallas, Texas $342M AUM 105.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Clearstead Advisors's LWAY Position: Q1 2026 in Review

Clearstead Advisors increased its Lifeway Foods (LWAY) stake by 17% in Q1 2026, buying an estimated $43 and bringing the position to 14 shares worth $271. The position accounts for ﹤0.01% of the portfolio, ranked #2153.

Clearstead Advisors first reported a position in LWAY in Q2 2025 and has held it in 4 quarters since. The position peaked at $291 in Q4 2025. 80 funds tracked by Wall St. Rank hold LWAY as of Q1 2026.

  • Clearstead Advisors held 14 shares of Lifeway Foods worth $271 as of Q1 2026.
  • Clearstead Advisors bought 2 Lifeway Foods shares in Q1 2026, an estimated $43.
  • Lifeway Foods made up ﹤0.01% of Clearstead Advisors's portfolio in Q1 2026, its #2153 holding.
  • Clearstead Advisors first reported a position in Lifeway Foods in Q2 2025 and has held it in 4 quarters since.
  • Clearstead Advisors's Lifeway Foods position peaked at $291 in Q4 2025.
  • 80 funds tracked by Wall St. Rank held Lifeway Foods as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.