Clearstead Trust’s New Mountain Finance NMFC Stock Holding History

Clearstead Trust’s Portfolio NMFC Stock Details NMFC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$40K	Sell
2025 Q2	$94.3K	Buy
2025 Q1	$95.9K	Buy
2024 Q4	$95.1K	Buy
2024 Q3	$98.4K	Buy
2024 Q2	$97.8K	Buy