Clearstead Trust’s Bloomin' Brands BLMN Stock Holding History

Clearstead Trust’s Portfolio BLMN Stock Details BLMN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-37	Closed	-$266	–	1079
2025 Q3	$266	Hold	37	–	–	﹤0.01%	1474
2025 Q2	$319	Buy	+37	New	+$297	﹤0.01%	1416

Other funds holding BLMN

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

Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

EAM

Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Clearstead Trust's BLMN Position: Q4 2025 in Review

Clearstead Trust sold out of Bloomin' Brands (BLMN) in Q4 2025, closing a stake of 37 shares — an estimated $266 sold.

Clearstead Trust first reported a position in BLMN in Q2 2025 and held it in 2 quarters. The position peaked at $319 in Q2 2025. 232 funds tracked by Wall St. Rank hold BLMN as of Q4 2025.

Clearstead Trust reported no remaining Bloomin' Brands position as of Q4 2025 after selling out during the quarter.
Clearstead Trust sold 37 Bloomin' Brands shares in Q4 2025, an estimated $266.
Clearstead Trust first reported a position in Bloomin' Brands in Q2 2025 and held it in 2 quarters.
Clearstead Trust's Bloomin' Brands position peaked at $319 in Q2 2025.
232 funds tracked by Wall St. Rank held Bloomin' Brands as of Q4 2025.

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