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Clearstead Advisors’s Universal Electronics UEIC Stock Holding History

Clearstead Advisors’s Portfolio UEIC Stock Details UEIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$381K Buy
79,875
+18,437
+30% +$76.7K ﹤0.01% 847
2026
Q1 		$253K Hold
61,438
– – ﹤0.01% 921
2025
Q4 		$222K Hold
61,438
– – ﹤0.01% 913
2025
Q3 		$286K Buy
61,438
+1,250
+2% +$6.88K ﹤0.01% 795
2025
Q2 		$398K Buy
60,188
+7,254
+14% +$44.3K 0.01% 667
2025
Q1 		$324K Buy
52,934
+1,250
+2% +$11K 0.01% 688
2024
Q4 		$569K Buy
51,684
+1,250
+2% +$12.5K 0.01% 541
2024
Q3 		$466K Buy
50,434
+1,250
+3% +$12.6K 0.01% 595
2024
Q2 		$572K Hold
49,184
– – 0.01% 513
2024
Q1 		$630K Buy
49,184
+2,500
+5% +$22.4K 0.03% 286
2023
Q4 		$438K Sell
46,684
-44,184
-49% -$361K 0.02% 328
2023
Q3 		$822K Buy
90,868
+46,684
+106% +$460K 0.02% 332
2023
Q2 		$425K Buy
44,184
+1,250
+3% +$11.6K 0.03% 311
2023
Q1 		$435K Buy
42,934
+6,250
+17% +$109K 0.03% 283
2022
Q4 		$763K Buy
36,684
+1,250
+4% +$25.9K 0.06% 199
2022
Q3 		$697K Buy
35,434
+1,250
+4% +$29.5K 0.06% 187
2022
Q2 		$874K Buy
34,184
+1,250
+4% +$35K 0.07% 184
2022
Q1 		$1.03M Buy
32,934
+7,750
+31% +$268K 0.07% 178
2021
Q4 		$1.03M Buy
25,184
+1,250
+5% +$51.7K 0.07% 180
2021
Q3 		$1.18M Buy
23,934
+1,250
+6% +$60.7K 0.09% 155
2021
Q2 		$1.1M Buy
22,684
+1,250
+6% +$64.9K 0.08% 156
2021
Q1 		$1.18M Sell
21,434
-1,250
-6% -$72.2K 0.1% 146
2020
Q4 		$1.19M Buy
22,684
+1,250
+6% +$57.7K 0.11% 140
2020
Q3 		$809K Buy
21,434
+1,250
+6% +$54.2K 0.09% 149
2020
Q2 		$945K Buy
20,184
+1,250
+7% +$52.6K 0.11% 137
2020
Q1 		$726K Buy
18,934
+1,250
+7% +$56.6K 0.11% 132
2019
Q4 		$924K Sell
17,684
-5,750
-25% -$308K 0.11% 133
2019
Q3 		$1.19M Sell
23,434
-6,561
-22% -$291K 0.16% 105
2019
Q2 		$1.23M Buy
29,995
+1,250
+4% +$50K 0.16% 108
2019
Q1 		$1.07M Buy
28,745
+1,250
+5% +$38.4K 0.15% 112
2018
Q4 		$695K Buy
27,495
+1,250
+5% +$40.5K 0.11% 137
2018
Q3 		$1.03M Buy
26,245
+1,250
+5% +$48.9K 0.14% 109
2018
Q2 		$826K Buy
24,995
+1,250
+5% +$46.9K 0.12% 115
2018
Q1 		$1.24M Buy
23,745
+1,250
+6% +$60.8K 0.18% 93
2017
Q4 		$1.06M Buy
22,495
+1,250
+6% +$69.3K 0.14% 101
2017
Q3 		$1.35M Buy
21,245
+6,250
+42% +$389K 0.18% 99
2017
Q2 		$1M Buy
14,995
+1,250
+9% +$83K 0.15% 105
2017
Q1 		$942K Buy
13,745
+1,250
+10% +$82.5K 0.14% 105
2016
Q4 		$807K Buy
+12,495
New +$849K 0.13% 104

Other funds holding UEIC

PLC
Peapod Lane Capital Bedford Hills, New York $148M AUM 89.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.59B AUM 39.81% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
CIAM
Caitong International Asset Management Hong Kong $729M AUM 1,176.98% 1-Year Est. Return

Clearstead Advisors's UEIC Position: Q2 2026 in Review

Clearstead Advisors increased its Universal Electronics (UEIC) stake by 30% in Q2 2026, buying an estimated $76.7K and bringing the position to 79,875 shares worth $381K. The position accounts for ﹤0.01% of the portfolio, ranked #847.

Clearstead Advisors first reported a position in UEIC in Q4 2016 and has held it in 39 quarters since. The position peaked at $1.35M in Q3 2017. 11 funds tracked by Wall St. Rank hold UEIC as of Q2 2026.

  • Clearstead Advisors held 79,875 shares of Universal Electronics worth $381K as of Q2 2026.
  • Clearstead Advisors bought 18,437 Universal Electronics shares in Q2 2026, an estimated $76.7K.
  • Universal Electronics made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #847 holding.
  • Clearstead Advisors first reported a position in Universal Electronics in Q4 2016 and has held it in 39 quarters since.
  • Clearstead Advisors's Universal Electronics position peaked at $1.35M in Q3 2017.
  • 11 funds tracked by Wall St. Rank held Universal Electronics as of Q2 2026.

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