Clearstead Advisors’s Silvaco Group SVCO Stock Holding History

Clearstead Advisors’s Portfolio SVCO Stock Details SVCO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-23	Closed	-$125	–	3308
2025 Q3	$125	Buy	+23	New	+$112	﹤0.01%	2915

Other funds holding SVCO

YCM

Yiheng Capital Management San Francisco, California $231M AUM 29.07% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

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

LLL

Lynrock Lake LP Rye Brook, New York $1.46B AUM 17.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

NCNMGF

Nano-Cap New Millennium Growth Fund Staten Island, New York $107M AUM

Clearstead Advisors's SVCO Position: Q4 2025 in Review

Clearstead Advisors sold out of Silvaco Group (SVCO) in Q4 2025, closing a stake of 23 shares — an estimated $125 sold.

Clearstead Advisors first reported a position in SVCO in Q3 2025 and held it in 1 quarter. The position peaked at $125 in Q3 2025. 71 funds tracked by Wall St. Rank hold SVCO as of Q4 2025.

Clearstead Advisors reported no remaining Silvaco Group position as of Q4 2025 after selling out during the quarter.
Clearstead Advisors sold 23 Silvaco Group shares in Q4 2025, an estimated $125.
Clearstead Advisors first reported a position in Silvaco Group in Q3 2025 and held it in 1 quarter.
Clearstead Advisors's Silvaco Group position peaked at $125 in Q3 2025.
71 funds tracked by Wall St. Rank held Silvaco Group as of Q4 2025.

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