Clearstead Trust’s JetBlue JBLU Stock Holding History

Clearstead Trust’s Portfolio JBLU Stock Details JBLU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-120	Closed	-$591	–	1266
2025 Q3	$591	Hold	120	–	–	﹤0.01%	1342
2025 Q2	$508	Buy	+120	New	+$537	﹤0.01%	1326

Other funds holding JBLU

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

Icahn Carl Sunny Isles Beach, Florida $8.26B AUM 15.11% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Clearstead Trust's JBLU Position: Q4 2025 in Review

Clearstead Trust sold out of JetBlue (JBLU) in Q4 2025, closing a stake of 120 shares — an estimated $591 sold.

Clearstead Trust first reported a position in JBLU in Q2 2025 and held it in 2 quarters. The position peaked at $591 in Q3 2025. 353 funds tracked by Wall St. Rank hold JBLU as of Q4 2025.

Clearstead Trust reported no remaining JetBlue position as of Q4 2025 after selling out during the quarter.
Clearstead Trust sold 120 JetBlue shares in Q4 2025, an estimated $591.
Clearstead Trust first reported a position in JetBlue in Q2 2025 and held it in 2 quarters.
Clearstead Trust's JetBlue position peaked at $591 in Q3 2025.
353 funds tracked by Wall St. Rank held JetBlue as of Q4 2025.

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