CA
SRXH

Clearstead Advisors’s SRX Global SRXH Stock Holding History

Clearstead Advisors’s Portfolio SRXH Stock Details SRXH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$87 Buy
+16
New +$122 ﹤0.01% 3382

Other funds holding SRXH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return
DWM
DKM Wealth Management Stockton, California $153M AUM 22.68% 1-Year Est. Return

Clearstead Advisors's SRXH Position: Q2 2026 in Review

Clearstead Advisors opened a new position in SRX Global (SRXH) in Q2 2026: 16 shares worth $87. The stake represents ﹤0.01% of the portfolio and ranks #3382 among its holdings.

10 funds tracked by Wall St. Rank hold SRXH as of Q2 2026.

  • Clearstead Advisors held 16 shares of SRX Global worth $87 as of Q2 2026.
  • SRX Global was a new Clearstead Advisors position in Q2 2026.
  • SRX Global made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #3382 holding.
  • 10 funds tracked by Wall St. Rank held SRX Global as of Q2 2026.

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