Clearstead Advisors’s NACCO Industries NC Stock Holding History

Clearstead Advisors’s Portfolio NC Stock Details NC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$46.2K	Buy	923 +1	+0.1%	+$50	﹤0.01%	1524
2026 Q1	$47.9K	Hold	922	–	–	﹤0.01%	1288
2025 Q4	$45.2K	Hold	922	–	–	﹤0.01%	1448
2025 Q3	$38.9K	Hold	922	–	–	﹤0.01%	1363
2025 Q2	$40.9K	Hold	922	–	–	﹤0.01%	1348
2025 Q1	$31.1K	Hold	922	–	–	﹤0.01%	1291
2024 Q4	$27.5K	Hold	922	–	–	﹤0.01%	1297
2024 Q3	$26.1K	Hold	922	–	–	﹤0.01%	1354
2024 Q2	$25.5K	Hold	922	–	–	﹤0.01%	1312
2024 Q1	$28.9K	Hold	922	–	–	﹤0.01%	877
2023 Q4	$33.7K	Hold	922	–	–	﹤0.01%	839
2023 Q3	$32.3K	Hold	922	–	–	﹤0.01%	808
2023 Q2	$32K	Hold	922	–	–	﹤0.01%	820
2023 Q1	$33.3K	Buy	922 +722	+361%	+$27.1K	﹤0.01%	749
2022 Q4	$7.6K	Sell	200 -41	-17%	-$1.93K	﹤0.01%	939
2022 Q3	$11K	Hold	241	–	–	﹤0.01%	874
2022 Q2	$9K	Hold	241	–	–	﹤0.01%	934
2022 Q1	$9K	Buy	241 +41	+21%	+$1.35K	﹤0.01%	998
2021 Q4	$7K	Hold	200	–	–	﹤0.01%	960
2021 Q3	$6K	Hold	200	–	–	﹤0.01%	1009
2021 Q2	$5K	Hold	200	–	–	﹤0.01%	887
2021 Q1	$5K	Hold	200	–	–	﹤0.01%	871
2020 Q4	$5K	Hold	200	–	–	﹤0.01%	803
2020 Q3	$4K	Hold	200	–	–	﹤0.01%	762
2020 Q2	$5K	Hold	200	–	–	﹤0.01%	672
2020 Q1	$6K	Buy	+200	New	+$8.23K	﹤0.01%	626

Other funds holding NC

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Mudita Advisors London, United Kingdom $481M AUM 73.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return

Ancora Advisors Cleveland, Ohio $5.19B AUM 23.19% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Clearstead Advisors's NC Position: Q2 2026 in Review

Clearstead Advisors increased its NACCO Industries (NC) stake by 0.11% in Q2 2026, buying an estimated $50 and bringing the position to 923 shares worth $46.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1524.

Clearstead Advisors first reported a position in NC in Q1 2020 and has held it in 26 quarters since. The position peaked at $47.9K in Q1 2026. 92 funds tracked by Wall St. Rank hold NC as of Q2 2026.

Clearstead Advisors held 923 shares of NACCO Industries worth $46.2K as of Q2 2026.
Clearstead Advisors bought 1 NACCO Industries share in Q2 2026, an estimated $50.
NACCO Industries made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1524 holding.
Clearstead Advisors first reported a position in NACCO Industries in Q1 2020 and has held it in 26 quarters since.
Clearstead Advisors's NACCO Industries position peaked at $47.9K in Q1 2026.
92 funds tracked by Wall St. Rank held NACCO Industries as of Q2 2026.

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