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 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	Sell	922 -922	-50%	-$32.3K	﹤0.01%	839
2023 Q3	$64.7K	Buy	1,844 +922	+100%	+$31.4K	﹤0.01%	839
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 $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Mudita Advisors London, United Kingdom $490M AUM 66.64% 1-Year Est. Return

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

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

CFMC

Curbstone Financial Management Corp Manchester, New Hampshire $587M AUM 24.61% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Clearstead Advisors's NC Position: Q1 2026 in Review

Clearstead Advisors held its NACCO Industries (NC) position steady in Q1 2026 at 922 shares worth $47.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1288.

Clearstead Advisors first reported a position in NC in Q1 2020 and has held it in 25 quarters since. The position peaked at $64.7K in Q3 2023. 94 funds tracked by Wall St. Rank hold NC as of Q1 2026.

Clearstead Advisors held 922 shares of NACCO Industries worth $47.9K as of Q1 2026.
Clearstead Advisors left its NACCO Industries share count unchanged in Q1 2026.
NACCO Industries made up ﹤0.01% of Clearstead Advisors's portfolio in Q1 2026, its #1288 holding.
Clearstead Advisors first reported a position in NACCO Industries in Q1 2020 and has held it in 25 quarters since.
Clearstead Advisors's NACCO Industries position peaked at $64.7K in Q3 2023.
94 funds tracked by Wall St. Rank held NACCO Industries as of Q1 2026.

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