Clearstead Advisors’s Shimmick SHIM Stock Holding History

Clearstead Advisors’s Portfolio SHIM Stock Details SHIM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.06K	Buy	+357	New	+$1.33K	﹤0.01%	2641

Other funds holding SHIM

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

Sanders Morris Harris Houston, Texas $755M AUM 11.28% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Penn Capital Management Philadelphia, Pennsylvania $1.37B AUM 42.56% 1-Year Est. Return

State of Wyoming Cheyenne, Wyoming $1.29B AUM 32.25% 1-Year Est. Return

Thompson Davis & Co Richmond, Virginia $149M AUM 10.53% 1-Year Est. Return

Avanza Fonder Stockholm, Sweden $5.23B AUM 33.79% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Clearstead Advisors's SHIM Position: Q3 2026 in Review

Clearstead Advisors opened a new position in Shimmick (SHIM) in Q3 2026: 357 shares worth $1.06K. The stake represents ﹤0.01% of the portfolio and ranks #2641 among its holdings.

26 funds tracked by Wall St. Rank hold SHIM as of Q3 2026.

Clearstead Advisors held 357 shares of Shimmick worth $1.06K as of Q3 2026.
Shimmick was a new Clearstead Advisors position in Q3 2026.
Shimmick made up ﹤0.01% of Clearstead Advisors's portfolio in Q3 2026, its #2641 holding.
26 funds tracked by Wall St. Rank held Shimmick as of Q3 2026.

Based on Clearstead Advisors's 13F filing for Q3 2026, filed 6 Nov 2026.