Clearstead Advisors’s Myomo MYO Stock Holding History

Clearstead Advisors’s Portfolio MYO Stock Details MYO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$288K	Sell	425,600 -4	-0%	-$3	﹤0.01%	880
2025 Q4	$387K	Buy	425,604 +4	+0%	+$4	﹤0.01%	736
2025 Q3	$380K	Buy	425,600 +11	+0%	+$16	0.01%	720
2025 Q2	$919K	Hold	425,589	–	–	0.01%	467
2025 Q1	$2.05M	Hold	425,589	–	–	0.03%	296
2024 Q4	$2.74M	Buy	425,589 +412,659	+3,191%	+$2.01M	0.04%	250
2024 Q3	$51.9K	Hold	12,930	–	–	﹤0.01%	1198
2024 Q2	$41.5K	Hold	12,930	–	–	﹤0.01%	1210
2024 Q1	$47.1K	Hold	12,930	–	–	﹤0.01%	774
2023 Q4	$64.8K	Sell	12,930 -12,930	-50%	-$34.4K	﹤0.01%	683
2023 Q3	$28.7K	Buy	+25,860	New	+$22K	﹤0.01%	972
2023 Q1	–	Sell	-16	Closed	-$8	–	1408
2022 Q4	$8	Buy	+16	New	+$16	﹤0.01%	1309

Other funds holding MYO

Rosalind Advisors Toronto, Ontario, Canada $244M AUM 80.12% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Geode Capital Management

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

Jefferies Financial Group New York $8.2B AUM 40.95% 1-Year Est. Return

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return