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Clearstead Trust’s Liberty Live Group Series A LLYVA Stock Holding History

Clearstead Trust’s Portfolio LLYVA Stock Details LLYVA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$912 Hold
9
– – ﹤0.01% 939
2026
Q1 		$825 Hold
9
– – ﹤0.01% 944
2025
Q4 		$734 Hold
9
– – ﹤0.01% 964
2025
Q3 		$849 Hold
9
– – ﹤0.01% 1260
2025
Q2 		$716 Buy
+9
New +$654 ﹤0.01% 1250

Other funds holding LLYVA

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
LP
Linonia Partnership New York $5.6B AUM 1.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SC
Sculptor Capital New York $12.3B AUM 40.26% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
CM
Corvex Management New York $3.27B AUM 38.53% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Clearstead Trust's LLYVA Position: Q2 2026 in Review

Clearstead Trust held its Liberty Live Group Series A (LLYVA) position steady in Q2 2026 at 9 shares worth $912. The position accounts for ﹤0.01% of the portfolio, ranked #939.

Clearstead Trust first reported a position in LLYVA in Q2 2025 and has held it in 5 quarters since. 247 funds tracked by Wall St. Rank hold LLYVA as of Q2 2026.

  • Clearstead Trust held 9 shares of Liberty Live Group Series A worth $912 as of Q2 2026.
  • Clearstead Trust left its Liberty Live Group Series A share count unchanged in Q2 2026.
  • Liberty Live Group Series A made up ﹤0.01% of Clearstead Trust's portfolio in Q2 2026, its #939 holding.
  • Clearstead Trust first reported a position in Liberty Live Group Series A in Q2 2025 and has held it in 5 quarters since.
  • 247 funds tracked by Wall St. Rank held Liberty Live Group Series A as of Q2 2026.

Based on Clearstead Trust's 13F filing for Q2 2026, filed 6 Aug 2026.