CA
VTOL icon

Clearstead Advisors’s Bristow Group VTOL Stock Holding History

Clearstead Advisors’s Portfolio VTOL Stock Details VTOL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.5K Buy
+109
New +$4.88K ﹤0.01% 2228
2026
Q1 		– Sell
-1,070
Closed -$39.2K – 2844
2025
Q4 		$39.2K Buy
1,070
+1,001
+1,451% +$37.7K ﹤0.01% 1500
2025
Q3 		$2.49K Buy
+69
New +$2.53K ﹤0.01% 2387

Other funds holding VTOL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany $65.4B AUM 39.83% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LDB
Lee, Danner & Bass Nashville, Tennessee $1.73B AUM 36.69% 1-Year Est. Return
KIM
Kestrel Investment Management San Mateo, California $184M AUM 31.66% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
FISPB
Fideuram - Intesa Sanpaolo Private Banking Turin $3.33B AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Clearstead Advisors's VTOL Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Bristow Group (VTOL) in Q2 2026: 109 shares worth $4.5K. The stake represents ﹤0.01% of the portfolio and ranks #2228 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in VTOL as recently as Q4 2025.

Clearstead Advisors first reported a position in VTOL in Q3 2025 and has held it in 3 quarters since. The position peaked at $39.2K in Q4 2025. 84 funds tracked by Wall St. Rank hold VTOL as of Q2 2026.

  • Clearstead Advisors held 109 shares of Bristow Group worth $4.5K as of Q2 2026.
  • Bristow Group was a new Clearstead Advisors position in Q2 2026.
  • Bristow Group made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2228 holding.
  • Clearstead Advisors first reported a position in Bristow Group in Q3 2025 and has held it in 3 quarters since.
  • Clearstead Advisors's Bristow Group position peaked at $39.2K in Q4 2025.
  • 84 funds tracked by Wall St. Rank held Bristow Group as of Q2 2026.

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