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Clearstead Trust’s Grocery Outlet GO Stock Holding History

Clearstead Trust’s Portfolio GO Stock Details GO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-132
Closed -$1.33K – 1012
2025
Q4 		$1.33K Buy
132
+10
+8% +$126 ﹤0.01% 926
2025
Q3 		$1.96K Buy
122
+23
+23% +$367 ﹤0.01% 993
2025
Q2 		$1.23K Buy
99
+36
+57% +$512 ﹤0.01% 1086
2025
Q1 		$881 Buy
+63
New +$932 ﹤0.01% 834

Other funds holding GO

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BCM
Becker Capital Management Portland, Oregon $3.72B AUM 31.98% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Clearstead Trust's GO Position: Q1 2026 in Review

Clearstead Trust sold out of Grocery Outlet (GO) in Q1 2026, closing a stake of 132 shares — an estimated $1.33K sold.

Clearstead Trust first reported a position in GO in Q1 2025 and held it in 4 quarters. The position peaked at $1.96K in Q3 2025. 226 funds tracked by Wall St. Rank hold GO as of Q1 2026.

  • Clearstead Trust reported no remaining Grocery Outlet position as of Q1 2026 after selling out during the quarter.
  • Clearstead Trust sold 132 Grocery Outlet shares in Q1 2026, an estimated $1.33K.
  • Clearstead Trust first reported a position in Grocery Outlet in Q1 2025 and held it in 4 quarters.
  • Clearstead Trust's Grocery Outlet position peaked at $1.96K in Q3 2025.
  • 226 funds tracked by Wall St. Rank held Grocery Outlet as of Q1 2026.

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