Clearstead Trust’s Coursera COUR Stock Holding History

Clearstead Trust’s Portfolio COUR Stock Details COUR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-5,270	Closed	-$38.8K	–	998
2025 Q4	$38.8K	Buy	+5,270	New	+$45.9K	0.01%	361

Other funds holding COUR

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

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

NMC

NEA Management Company Timonium, Maryland $1.59B AUM 234.06% 1-Year Est. Return

CIA

Caledonia Investments (Australia) Sydney NSW, Australia $2.93B AUM 37.21% 1-Year Est. Return

PFCS

Pale Fire Capital SE Prague, Czech Republic $1.41B AUM 25.22% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

MCO

MAK Capital One New York $714M AUM 68.07% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Clearstead Trust's COUR Position: Q1 2026 in Review

Clearstead Trust sold out of Coursera (COUR) in Q1 2026, closing a stake of 5,270 shares — an estimated $38.8K sold.

Clearstead Trust first reported a position in COUR in Q4 2025 and held it in 1 quarter. The position peaked at $38.8K in Q4 2025. 237 funds tracked by Wall St. Rank hold COUR as of Q1 2026.

Clearstead Trust reported no remaining Coursera position as of Q1 2026 after selling out during the quarter.
Clearstead Trust sold 5,270 Coursera shares in Q1 2026, an estimated $38.8K.
Clearstead Trust first reported a position in Coursera in Q4 2025 and held it in 1 quarter.
Clearstead Trust's Coursera position peaked at $38.8K in Q4 2025.
237 funds tracked by Wall St. Rank held Coursera as of Q1 2026.

Based on Clearstead Trust's 13F filing for Q1 2026, filed 6 May 2026.