Clearstead Advisors’s Velo3D Inc VELO Stock Holding History

Clearstead Advisors’s Portfolio VELO Stock Details VELO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-2,777	Closed	-$26.1K	–	3747
2026 Q1	$26.1K	Buy	+2,777	New	+$38.1K	﹤0.01%	1392

Other funds holding VELO

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

AIC

AWM Investment Company New York $1.15B AUM 201.65% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

NCGI

Next Century Growth Investors Plymouth, Minnesota $1.89B AUM 151.53% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Clearstead Advisors's VELO Position: Q2 2026 in Review

Clearstead Advisors sold out of Velo3D Inc (VELO) in Q2 2026, closing a stake of 2,777 shares — an estimated $26.1K sold.

Clearstead Advisors first reported a position in VELO in Q1 2026 and held it in 1 quarter. The position peaked at $26.1K in Q1 2026. 134 funds tracked by Wall St. Rank hold VELO as of Q2 2026.

Clearstead Advisors reported no remaining Velo3D Inc position as of Q2 2026 after selling out during the quarter.
Clearstead Advisors sold 2,777 Velo3D Inc shares in Q2 2026, an estimated $26.1K.
Clearstead Advisors first reported a position in Velo3D Inc in Q1 2026 and held it in 1 quarter.
Clearstead Advisors's Velo3D Inc position peaked at $26.1K in Q1 2026.
134 funds tracked by Wall St. Rank held Velo3D Inc as of Q2 2026.

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