Clearstead Trust’s KBR KBR Stock Holding History

Clearstead Trust’s Portfolio KBR Stock Details KBR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-20	Closed	-$997	–	1518
2025 Q1	$997	Buy	+20	New	+$1.07K	﹤0.01%	827

Other funds holding KBR

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Clearstead Trust's KBR Position: Q2 2025 in Review

Clearstead Trust sold out of KBR (KBR) in Q2 2025, closing a stake of 20 shares — an estimated $997 sold.

Clearstead Trust first reported a position in KBR in Q1 2025 and held it in 1 quarter. The position peaked at $997 in Q1 2025. 389 funds tracked by Wall St. Rank hold KBR as of Q2 2025.

Clearstead Trust reported no remaining KBR position as of Q2 2025 after selling out during the quarter.
Clearstead Trust sold 20 KBR shares in Q2 2025, an estimated $997.
Clearstead Trust first reported a position in KBR in Q1 2025 and held it in 1 quarter.
Clearstead Trust's KBR position peaked at $997 in Q1 2025.
389 funds tracked by Wall St. Rank held KBR as of Q2 2025.

Based on Clearstead Trust's 13F filing for Q2 2025, filed 8 Aug 2025.