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Clearstead Advisors’s Quad QUAD Stock Holding History

Clearstead Advisors’s Portfolio QUAD Stock Details QUAD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$51 Buy
+6
New +$45 ﹤0.01% 3479
2025
Q4 		– Sell
-1
Closed -$7 – 3156
2025
Q3 		$7 Sell
1
-6
-86% -$37 ﹤0.01% 3058
2025
Q2 		$40 Buy
+7
New +$38 ﹤0.01% 2685

Other funds holding QUAD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany $65.4B AUM 39.83% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
CCIA
Campbell & Co Investment Adviser Baltimore, Maryland $1.91B AUM 17.57% 1-Year Est. Return

Clearstead Advisors's QUAD Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Quad (QUAD) in Q2 2026: 6 shares worth $51. The stake represents ﹤0.01% of the portfolio and ranks #3479 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in QUAD as recently as Q3 2025.

Clearstead Advisors first reported a position in QUAD in Q2 2025 and has held it in 3 quarters since. 48 funds tracked by Wall St. Rank hold QUAD as of Q2 2026.

  • Clearstead Advisors held 6 shares of Quad worth $51 as of Q2 2026.
  • Quad was a new Clearstead Advisors position in Q2 2026.
  • Quad made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #3479 holding.
  • Clearstead Advisors first reported a position in Quad in Q2 2025 and has held it in 3 quarters since.
  • 48 funds tracked by Wall St. Rank held Quad as of Q2 2026.

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