Clearstead Trust’s American Woodmark AMWD Stock Holding History

Clearstead Trust’s Portfolio AMWD Stock Details AMWD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-4	Closed	-$268	–	1034
2025 Q3	$268	Hold	4	–	–	﹤0.01%	1472
2025 Q2	$214	Buy	+4	New	+$226	﹤0.01%	1469

Other funds holding AMWD

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

SFM

Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Clearstead Trust's AMWD Position: Q4 2025 in Review

Clearstead Trust sold out of American Woodmark (AMWD) in Q4 2025, closing a stake of 4 shares — an estimated $268 sold.

Clearstead Trust first reported a position in AMWD in Q2 2025 and held it in 2 quarters. The position peaked at $268 in Q3 2025. 186 funds tracked by Wall St. Rank hold AMWD as of Q4 2025.

Clearstead Trust reported no remaining American Woodmark position as of Q4 2025 after selling out during the quarter.
Clearstead Trust sold 4 American Woodmark shares in Q4 2025, an estimated $268.
Clearstead Trust first reported a position in American Woodmark in Q2 2025 and held it in 2 quarters.
Clearstead Trust's American Woodmark position peaked at $268 in Q3 2025.
186 funds tracked by Wall St. Rank held American Woodmark as of Q4 2025.

Based on Clearstead Trust's 13F filing for Q4 2025, filed 9 Feb 2026.