Clearstead Advisors’s Rezolve AI RZLV Stock Holding History

Clearstead Advisors’s Portfolio RZLV Stock Details RZLV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-360	Closed	-$926	–	2886
2025 Q4	$926	Hold	360	–	–	﹤0.01%	2234
2025 Q3	$1.79K	Buy	+360	New	+$1.42K	﹤0.01%	2478

Other funds holding RZLV

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

GCM

Ghisallo Capital Management Boston, Massachusetts $3.63B AUM 30.51% 1-Year Est. Return

WAM

Weiss Asset Management Boston, Massachusetts $5.91B AUM 42.42% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Clearstead Advisors's RZLV Position: Q1 2026 in Review

Clearstead Advisors sold out of Rezolve AI (RZLV) in Q1 2026, closing a stake of 360 shares — an estimated $926 sold.

Clearstead Advisors first reported a position in RZLV in Q3 2025 and held it in 2 quarters. The position peaked at $1.79K in Q3 2025. 139 funds tracked by Wall St. Rank hold RZLV as of Q1 2026.

Clearstead Advisors reported no remaining Rezolve AI position as of Q1 2026 after selling out during the quarter.
Clearstead Advisors sold 360 Rezolve AI shares in Q1 2026, an estimated $926.
Clearstead Advisors first reported a position in Rezolve AI in Q3 2025 and held it in 2 quarters.
Clearstead Advisors's Rezolve AI position peaked at $1.79K in Q3 2025.
139 funds tracked by Wall St. Rank held Rezolve AI as of Q1 2026.

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