Clearstead Advisors’s OraSure Technologies OSUR Stock Holding History

Clearstead Advisors’s Portfolio OSUR Stock Details OSUR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-80	Closed	-$270	–	2836
2025 Q1	$270	Hold	80	–	–	﹤0.01%	2113
2024 Q4	$289	Hold	80	–	–	﹤0.01%	2016
2024 Q3	$342	Hold	80	–	–	﹤0.01%	1977
2024 Q2	$341	Hold	80	–	–	﹤0.01%	1958
2024 Q1	$413	Hold	80	–	–	﹤0.01%	1468
2023 Q4	$656	Sell	80 -80	-50%	-$524	﹤0.01%	1440
2023 Q3	$950	Buy	160 +80	+100%	+$449	﹤0.01%	1461
2023 Q2	$401	Hold	80	–	–	﹤0.01%	1316
2023 Q1	$484	Hold	80	–	–	﹤0.01%	1304
2022 Q4	$386	Hold	80	–	–	﹤0.01%	1244
2022 Q3	$0	Hold	80	–	–	﹤0.01%	1327
2022 Q2	$0	Hold	80	–	–	﹤0.01%	1393
2022 Q1	$1K	Hold	80	–	–	﹤0.01%	1311
2021 Q4	$1K	Hold	80	–	–	﹤0.01%	1202
2021 Q3	$1K	Hold	80	–	–	﹤0.01%	1229
2021 Q2	$1K	Hold	80	–	–	﹤0.01%	1178
2021 Q1	$1K	Hold	80	–	–	﹤0.01%	1050
2020 Q4	$1K	Buy	+80	New	+$1.05K	﹤0.01%	942

Other funds holding OSUR

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

Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Neuberger Berman Group

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Renaissance Technologies

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

Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

Acadian Asset Management

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Altai Capital Management West Hollywood, California $35M AUM 28.16% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return