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Clearstead Trust’s Brunswick BC Stock Holding History

Clearstead Trust’s Portfolio BC Stock Details BC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$9.52K Hold
113
– – ﹤0.01% 635
2026
Q1 		$8.22K Hold
113
– – ﹤0.01% 635
2025
Q4 		$8.39K Hold
113
– – ﹤0.01% 633
2025
Q3 		$7.15K Hold
113
– – ﹤0.01% 672
2025
Q2 		$6.24K Buy
113
+60
+113% +$3.03K ﹤0.01% 703
2025
Q1 		$2.85K Buy
+53
New +$3.32K ﹤0.01% 718

Other funds holding BC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Clearstead Trust's BC Position: Q2 2026 in Review

Clearstead Trust held its Brunswick (BC) position steady in Q2 2026 at 113 shares worth $9.52K. The position accounts for ﹤0.01% of the portfolio, ranked #635.

Clearstead Trust first reported a position in BC in Q1 2025 and has held it in 6 quarters since. 471 funds tracked by Wall St. Rank hold BC as of Q2 2026.

  • Clearstead Trust held 113 shares of Brunswick worth $9.52K as of Q2 2026.
  • Clearstead Trust left its Brunswick share count unchanged in Q2 2026.
  • Brunswick made up ﹤0.01% of Clearstead Trust's portfolio in Q2 2026, its #635 holding.
  • Clearstead Trust first reported a position in Brunswick in Q1 2025 and has held it in 6 quarters since.
  • 471 funds tracked by Wall St. Rank held Brunswick as of Q2 2026.

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