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Clearstead Advisors’s Ryan Specialty Holdings RYAN Stock Holding History

Clearstead Advisors’s Portfolio RYAN Stock Details RYAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.51K Sell
40
-369
-90% -$12.5K ﹤0.01% 2576
2026
Q1 		$13.8K Sell
409
-67
-14% -$2.86K ﹤0.01% 1524
2025
Q4 		$24.6K Sell
476
-13
-3% -$713 ﹤0.01% 1654
2025
Q3 		$27.6K Sell
489
-751
-61% -$44.5K ﹤0.01% 1495
2025
Q2 		$84.3K Sell
1,240
-157
-11% -$10.8K ﹤0.01% 1116
2025
Q1 		$103K Sell
1,397
-134
-9% -$9.11K ﹤0.01% 989
2024
Q4 		$98.2K Sell
1,531
-1,185
-44% -$82.5K ﹤0.01% 1035
2024
Q3 		$180K Buy
2,716
+153
+6% +$9.56K ﹤0.01% 885
2024
Q2 		$148K Buy
+2,563
New +$137K ﹤0.01% 908

Other funds holding RYAN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PCH
Polar Capital Holdings London, United Kingdom $42.4B AUM 181.11% 1-Year Est. Return

Clearstead Advisors's RYAN Position: Q2 2026 in Review

Clearstead Advisors reduced its Ryan Specialty Holdings (RYAN) stake by 90% in Q2 2026, selling an estimated $12.5K and leaving 40 shares worth $1.51K. The position accounts for ﹤0.01% of the portfolio, ranked #2576.

Clearstead Advisors first reported a position in RYAN in Q2 2024 and has held it in 9 quarters since. The position peaked at $180K in Q3 2024. 368 funds tracked by Wall St. Rank hold RYAN as of Q2 2026.

  • Clearstead Advisors held 40 shares of Ryan Specialty Holdings worth $1.51K as of Q2 2026.
  • Clearstead Advisors sold 369 Ryan Specialty Holdings shares in Q2 2026, an estimated $12.5K.
  • Ryan Specialty Holdings made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2576 holding.
  • Clearstead Advisors first reported a position in Ryan Specialty Holdings in Q2 2024 and has held it in 9 quarters since.
  • Clearstead Advisors's Ryan Specialty Holdings position peaked at $180K in Q3 2024.
  • 368 funds tracked by Wall St. Rank held Ryan Specialty Holdings as of Q2 2026.

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