Clearstead Advisors’s United States Lime & Minerals USLM Stock Holding History

Clearstead Advisors’s Portfolio USLM Stock Details USLM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$525	Buy	+5	New	+$580	﹤0.01%	2907
2025 Q4	–	Sell	-29	Closed	-$3.81K	–	3257
2025 Q3	$3.81K	Buy	29 +28	+2,800%	+$3.23K	﹤0.01%	2259
2025 Q2	$100	Sell	1 -75	-99%	-$7.33K	﹤0.01%	2622
2025 Q1	$6.75K	Hold	76	–	–	﹤0.01%	1696
2024 Q4	$10.1K	Hold	76	–	–	﹤0.01%	1564
2024 Q3	$7.46K	Buy	76 +1	+1%	+$80	﹤0.01%	1640
2024 Q2	$5.56K	Hold	75	–	–	﹤0.01%	1668
2024 Q1	$5.62K	Hold	75	–	–	﹤0.01%	1159
2023 Q4	$3.51K	Hold	75	–	–	﹤0.01%	1209
2023 Q3	$3.06K	Hold	75	–	–	﹤0.01%	1161
2023 Q2	$3.18K	Hold	75	–	–	﹤0.01%	1093
2023 Q1	$2.32K	Hold	75	–	–	﹤0.01%	1113
2022 Q4	$2.14K	Hold	75	–	–	﹤0.01%	1082
2022 Q3	$2K	Hold	75	–	–	﹤0.01%	1106
2022 Q2	$2K	Hold	75	–	–	﹤0.01%	1138
2022 Q1	$2K	Hold	75	–	–	﹤0.01%	1242
2021 Q4	$2K	Hold	75	–	–	﹤0.01%	1140
2021 Q3	$2K	Hold	75	–	–	﹤0.01%	1157
2021 Q2	$2K	Hold	75	–	–	﹤0.01%	1092
2021 Q1	$2K	Hold	75	–	–	﹤0.01%	983
2020 Q4	$2K	Buy	+75	New	+$1.55K	﹤0.01%	902

Other funds holding USLM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Clearstead Advisors's USLM Position: Q2 2026 in Review

Clearstead Advisors opened a new position in United States Lime & Minerals (USLM) in Q2 2026: 5 shares worth $525. The stake represents ﹤0.01% of the portfolio and ranks #2907 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in USLM as recently as Q3 2025.

Clearstead Advisors first reported a position in USLM in Q4 2020 and has held it in 21 quarters since. The position peaked at $10.1K in Q4 2024. 235 funds tracked by Wall St. Rank hold USLM as of Q2 2026.

Clearstead Advisors held 5 shares of United States Lime & Minerals worth $525 as of Q2 2026.
United States Lime & Minerals was a new Clearstead Advisors position in Q2 2026.
United States Lime & Minerals made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2907 holding.
Clearstead Advisors first reported a position in United States Lime & Minerals in Q4 2020 and has held it in 21 quarters since.
Clearstead Advisors's United States Lime & Minerals position peaked at $10.1K in Q4 2024.
235 funds tracked by Wall St. Rank held United States Lime & Minerals as of Q2 2026.

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