Clearstead Advisors
WEST icon

Clearstead Advisors’s Westrock Coffee WEST Stock Holding History

Clearstead Advisors’s Portfolio WEST Stock Details WEST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$391 Buy
+48
New +$345 ﹤0.01% 3002
2025
Q3 		– Sell
-62
Closed -$356 – 3261
2025
Q2 		$356 Buy
+62
New +$400 ﹤0.01% 2523

Other funds holding WEST

HC
HF Capital Knoxville, Tennessee $297M AUM
SG
Stephens Group Little Rock, Arkansas $204M AUM 38.91% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
NI
NFC Investments Memphis, Tennessee $393M AUM 20.21% 1-Year Est. Return
Brown Brothers Harriman & Co
Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SCP
Silverleafe Capital Partners Germantown, Tennessee $351M AUM 24.63% 1-Year Est. Return
AC
Agman Capital Omaha, Nebraska $159M AUM

Clearstead Advisors's WEST Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Westrock Coffee (WEST) in Q2 2026: 48 shares worth $391. The stake represents ﹤0.01% of the portfolio and ranks #3002 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in WEST as recently as Q2 2025.

Clearstead Advisors first reported a position in WEST in Q2 2025 and has held it in 2 quarters since. 148 funds tracked by Wall St. Rank hold WEST as of Q2 2026.

  • Clearstead Advisors held 48 shares of Westrock Coffee worth $391 as of Q2 2026.
  • Westrock Coffee was a new Clearstead Advisors position in Q2 2026.
  • Westrock Coffee made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #3002 holding.
  • Clearstead Advisors first reported a position in Westrock Coffee in Q2 2025 and has held it in 2 quarters since.
  • 148 funds tracked by Wall St. Rank held Westrock Coffee as of Q2 2026.

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