Clearstead Trust’s Genuine Parts GPC Stock Holding History

Clearstead Trust’s Portfolio GPC Stock Details GPC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$42.6K	Hold	403	–	–	0.01%	332
2025 Q4	$49.6K	Sell	403 -3	-0.7%	-$388	0.01%	328
2025 Q3	$56.3K	Buy	406 +3	+0.7%	+$402	0.01%	304
2025 Q2	$48.9K	Buy	403 +9	+2%	+$1.08K	0.01%	318
2025 Q1	$46.9K	Buy	394 +3	+0.8%	+$361	0.01%	279
2024 Q4	$45.6K	Buy	391 +3	+0.8%	+$374	0.01%	266
2024 Q3	$54.2K	Buy	388 +2	+0.5%	+$278	0.01%	238
2024 Q2	$53.4K	Buy	386 +3	+0.8%	+$448	0.01%	235
2024 Q1	$59.4K	Buy	383 +2	+0.5%	+$292	0.02%	226
2023 Q4	$52.8K	Buy	381 +2	+0.5%	+$274	0.01%	235
2023 Q3	$54.7K	Buy	379 +2	+0.5%	+$311	0.02%	215
2023 Q2	$63.7K	Buy	377 +2	+0.5%	+$327	0.02%	195
2023 Q1	$62.7K	Buy	375 +2	+0.5%	+$337	0.02%	205
2022 Q4	$65K	Buy	373 +2	+0.5%	+$348	0.02%	213
2022 Q3	$55K	Buy	371 +344	+1,274%	+$52K	0.02%	206
2022 Q2	$4K	Hold	27	–	–	﹤0.01%	167
2022 Q1	$3K	Sell	27 -43	-61%	-$5.56K	﹤0.01%	176
2021 Q4	$10K	Hold	70	–	–	0.01%	165
2021 Q3	$8K	Buy	+70	New	+$8.73K	0.01%	170

Other funds holding GPC

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Harris Associates

Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return