Clearstead Advisors’s Viper Energy VNOM Stock Holding History

Clearstead Advisors’s Portfolio VNOM Stock Details VNOM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.92K	Buy	48 +23	+92%	+$993	﹤0.01%	2490
2026 Q2	$1.06K	Hold	25	–	–	﹤0.01%	2670
2026 Q1	$1.18K	Sell	25 -1,915	-99%	-$82.1K	﹤0.01%	2013
2025 Q4	$74.9K	Buy	1,940 +654	+51%	+$24.8K	﹤0.01%	1223
2025 Q3	$49.2K	Buy	1,286 +185	+17%	+$7.05K	﹤0.01%	1287
2025 Q2	$42K	Buy	1,101 +910	+476%	+$36.8K	﹤0.01%	1337
2025 Q1	$8.62K	Hold	191	–	–	﹤0.01%	1644
2024 Q4	$9.37K	Sell	191 -249	-57%	-$12.8K	﹤0.01%	1588
2024 Q3	$19.8K	Hold	440	–	–	﹤0.01%	1419
2024 Q2	$16.5K	Buy	+440	New	+$16.7K	﹤0.01%	1431

Other funds holding VNOM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Sprott Inc Toronto, Ontario, Canada $3.3B AUM 27.97% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.9B AUM 30.31% 1-Year Est. Return

Pacific Heights Asset Management San Francisco, California $3.1B AUM 37.54% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Nemes Rush Group Novi, Michigan $1.22B AUM 25.31% 1-Year Est. Return

Clearstead Advisors's VNOM Position: Q3 2026 in Review

Clearstead Advisors increased its Viper Energy (VNOM) stake by 92% in Q3 2026, buying an estimated $993 and bringing the position to 48 shares worth $1.92K. The position accounts for ﹤0.01% of the portfolio, ranked #2490.

Clearstead Advisors first reported a position in VNOM in Q2 2024 and has held it in 10 quarters since. The position peaked at $74.9K in Q4 2025. 241 funds tracked by Wall St. Rank hold VNOM as of Q3 2026.

Clearstead Advisors held 48 shares of Viper Energy worth $1.92K as of Q3 2026.
Clearstead Advisors bought 23 Viper Energy shares in Q3 2026, an estimated $993.
Viper Energy made up ﹤0.01% of Clearstead Advisors's portfolio in Q3 2026, its #2490 holding.
Clearstead Advisors first reported a position in Viper Energy in Q2 2024 and has held it in 10 quarters since.
Clearstead Advisors's Viper Energy position peaked at $74.9K in Q4 2025.
241 funds tracked by Wall St. Rank held Viper Energy as of Q3 2026.

Based on Clearstead Advisors's 13F filing for Q3 2026, filed 6 Nov 2026.