Clearstead Advisors’s Xperi XPER Stock Holding History

Clearstead Advisors’s Portfolio XPER Stock Details XPER Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-33	Closed	-$182	–	3736
2026 Q1	$182	Hold	33	–	–	﹤0.01%	2172
2025 Q4	$191	Buy	+33	New	+$207	﹤0.01%	2430

Other funds holding XPER

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

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

TCMG

TSP Capital Management Group Summit, New Jersey $418M AUM 68.45% 1-Year Est. Return

Waterfront Wealth Overland Park, Kansas $645M AUM 27.59% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

CCIA

Campbell & Co Investment Adviser Baltimore, Maryland $1.91B AUM 17.57% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Clearstead Advisors's XPER Position: Q2 2026 in Review

Clearstead Advisors sold out of Xperi (XPER) in Q2 2026, closing a stake of 33 shares — an estimated $182 sold.

Clearstead Advisors first reported a position in XPER in Q4 2025 and held it in 2 quarters. The position peaked at $191 in Q4 2025. 50 funds tracked by Wall St. Rank hold XPER as of Q2 2026.

Clearstead Advisors reported no remaining Xperi position as of Q2 2026 after selling out during the quarter.
Clearstead Advisors sold 33 Xperi shares in Q2 2026, an estimated $182.
Clearstead Advisors first reported a position in Xperi in Q4 2025 and held it in 2 quarters.
Clearstead Advisors's Xperi position peaked at $191 in Q4 2025.
50 funds tracked by Wall St. Rank held Xperi as of Q2 2026.

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