Clearstead Advisors
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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
Q2 		$418 Hold
14
– – ﹤0.01% 2978
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

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Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PLC
Pillsbury Lake Capital San Francisco, California $366M AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
AIC
AWM Investment Company New York $1.15B AUM 201.65% 1-Year Est. Return

Clearstead Advisors's LWAY Position: Q2 2026 in Review

Clearstead Advisors held its Lifeway Foods (LWAY) position steady in Q2 2026 at 14 shares worth $418. The position accounts for ﹤0.01% of the portfolio, ranked #2978.

Clearstead Advisors first reported a position in LWAY in Q2 2025 and has held it in 5 quarters since. 96 funds tracked by Wall St. Rank hold LWAY as of Q2 2026.

  • Clearstead Advisors held 14 shares of Lifeway Foods worth $418 as of Q2 2026.
  • Clearstead Advisors left its Lifeway Foods share count unchanged in Q2 2026.
  • Lifeway Foods made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2978 holding.
  • Clearstead Advisors first reported a position in Lifeway Foods in Q2 2025 and has held it in 5 quarters since.
  • 96 funds tracked by Wall St. Rank held Lifeway Foods as of Q2 2026.

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