Clearstead Advisors’s Ryder R Stock Holding History

Clearstead Advisors’s Portfolio R Stock Details R Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$24K	Sell	117 -143	-55%	-$28.9K	﹤0.01%	1414
2025 Q4	$49.8K	Buy	260 +91	+54%	+$16.4K	﹤0.01%	1404
2025 Q3	$31.9K	Sell	169 -1,501	-90%	-$271K	﹤0.01%	1440
2025 Q2	$266K	Buy	1,670 +55	+3%	+$8.08K	﹤0.01%	810
2025 Q1	$232K	Buy	1,615 +41	+3%	+$6.38K	﹤0.01%	785
2024 Q4	$247K	Buy	1,574 +2	+0.1%	+$313	﹤0.01%	791
2024 Q3	$229K	Hold	1,572	–	–	﹤0.01%	810
2024 Q2	$195K	Buy	1,572 +1,472	+1,472%	+$178K	﹤0.01%	829
2024 Q1	$12.6K	Hold	100	–	–	﹤0.01%	1024
2023 Q4	$11.5K	Sell	100 -100	-50%	-$10.5K	﹤0.01%	1033
2023 Q3	$21.4K	Buy	+200	New	+$19.5K	﹤0.01%	1013
2022 Q2	–	Sell	-175	Closed	-$14K	–	1407
2022 Q1	$14K	Hold	175	–	–	﹤0.01%	934
2021 Q4	$14K	Hold	175	–	–	﹤0.01%	887
2021 Q3	$14K	Hold	175	–	–	﹤0.01%	891
2021 Q2	$13K	Hold	175	–	–	﹤0.01%	768
2021 Q1	$13K	Hold	175	–	–	﹤0.01%	748
2020 Q4	$11K	Hold	175	–	–	﹤0.01%	711
2020 Q3	$7K	Buy	+175	New	+$7.08K	﹤0.01%	714

Other funds holding R

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors

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

EARNEST Partners

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return