CA
SRI icon

Clearstead Advisors’s Stoneridge SRI Stock Holding History

Clearstead Advisors’s Portfolio SRI Stock Details SRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-322
Closed -$2.45K – 3212
2025
Q3 		$2.45K Sell
322
-108
-25% -$856 ﹤0.01% 2393
2025
Q2 		$3.03K Buy
+430
New +$2.11K ﹤0.01% 2239

Other funds holding SRI

2L
22NW LP Seattle, Washington $146M AUM 29.83% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EMCIP
Ewing Morris & Co Investment Partners Toronto, Ontario, Canada $222M AUM 35.92% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
ACA
AYAL Capital Advisors Toronto, Ontario, Canada $369M AUM 39.67% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Clearstead Advisors's SRI Position: Q4 2025 in Review

Clearstead Advisors sold out of Stoneridge (SRI) in Q4 2025, closing a stake of 322 shares — an estimated $2.45K sold.

Clearstead Advisors first reported a position in SRI in Q2 2025 and held it in 2 quarters. The position peaked at $3.03K in Q2 2025. 124 funds tracked by Wall St. Rank hold SRI as of Q4 2025.

  • Clearstead Advisors reported no remaining Stoneridge position as of Q4 2025 after selling out during the quarter.
  • Clearstead Advisors sold 322 Stoneridge shares in Q4 2025, an estimated $2.45K.
  • Clearstead Advisors first reported a position in Stoneridge in Q2 2025 and held it in 2 quarters.
  • Clearstead Advisors's Stoneridge position peaked at $3.03K in Q2 2025.
  • 124 funds tracked by Wall St. Rank held Stoneridge as of Q4 2025.

Based on Clearstead Advisors's 13F filing for Q4 2025, filed 9 Feb 2026.