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Clearstead Advisors’s Tiptree Inc TIPT Stock Holding History

Clearstead Advisors’s Portfolio TIPT Stock Details TIPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$485 Buy
+27
New +$467 ﹤0.01% 2936
2025
Q4 		– Sell
-38
Closed -$729 – 3233
2025
Q3 		$729 Buy
+38
New +$846 ﹤0.01% 2677

Other funds holding TIPT

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Veradace Capital Management Dallas, Texas $132M AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return

Clearstead Advisors's TIPT Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Tiptree Inc (TIPT) in Q2 2026: 27 shares worth $485. The stake represents ﹤0.01% of the portfolio and ranks #2936 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in TIPT as recently as Q3 2025.

Clearstead Advisors first reported a position in TIPT in Q3 2025 and has held it in 2 quarters since. The position peaked at $729 in Q3 2025. 140 funds tracked by Wall St. Rank hold TIPT as of Q2 2026.

  • Clearstead Advisors held 27 shares of Tiptree Inc worth $485 as of Q2 2026.
  • Tiptree Inc was a new Clearstead Advisors position in Q2 2026.
  • Tiptree Inc made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2936 holding.
  • Clearstead Advisors first reported a position in Tiptree Inc in Q3 2025 and has held it in 2 quarters since.
  • Clearstead Advisors's Tiptree Inc position peaked at $729 in Q3 2025.
  • 140 funds tracked by Wall St. Rank held Tiptree Inc as of Q2 2026.

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