Clearstead Trust’s Brady Corp BRC Stock Holding History

Clearstead Trust’s Portfolio BRC Stock Details BRC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-13	Closed	-$1.01K	–	1084
2025 Q3	$1.01K	Hold	13	–	–	﹤0.01%	1212
2025 Q2	$884	Buy	+13	New	+$905	﹤0.01%	1203

Other funds holding BRC

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

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

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Clearstead Trust's BRC Position: Q4 2025 in Review

Clearstead Trust sold out of Brady Corp (BRC) in Q4 2025, closing a stake of 13 shares — an estimated $1.01K sold.

Clearstead Trust first reported a position in BRC in Q2 2025 and held it in 2 quarters. The position peaked at $1.01K in Q3 2025. 305 funds tracked by Wall St. Rank hold BRC as of Q4 2025.

Clearstead Trust reported no remaining Brady Corp position as of Q4 2025 after selling out during the quarter.
Clearstead Trust sold 13 Brady Corp shares in Q4 2025, an estimated $1.01K.
Clearstead Trust first reported a position in Brady Corp in Q2 2025 and held it in 2 quarters.
Clearstead Trust's Brady Corp position peaked at $1.01K in Q3 2025.
305 funds tracked by Wall St. Rank held Brady Corp as of Q4 2025.

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