Clearstead Trust’s Quanex NX Stock Holding History

Clearstead Trust’s Portfolio NX Stock Details NX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-13	Closed	-$185	–	1360
2025 Q3	$185	Hold	13	–	–	﹤0.01%	1502
2025 Q2	$246	Buy	+13	New	+$230	﹤0.01%	1447

Other funds holding NX

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

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

AGC

Angelo Gordon & Co New York $1.06B AUM 47.95% 1-Year Est. Return

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

SFM

Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

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

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

SBH

Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return

Clearstead Trust's NX Position: Q4 2025 in Review

Clearstead Trust sold out of Quanex (NX) in Q4 2025, closing a stake of 13 shares — an estimated $185 sold.

Clearstead Trust first reported a position in NX in Q2 2025 and held it in 2 quarters. The position peaked at $246 in Q2 2025. 198 funds tracked by Wall St. Rank hold NX as of Q4 2025.

Clearstead Trust reported no remaining Quanex position as of Q4 2025 after selling out during the quarter.
Clearstead Trust sold 13 Quanex shares in Q4 2025, an estimated $185.
Clearstead Trust first reported a position in Quanex in Q2 2025 and held it in 2 quarters.
Clearstead Trust's Quanex position peaked at $246 in Q2 2025.
198 funds tracked by Wall St. Rank held Quanex as of Q4 2025.

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