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Clearstead Trust’s Bristow Group VTOL Stock Holding History

Clearstead Trust’s Portfolio VTOL Stock Details VTOL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-11
Closed -$397 – 1545
2025
Q3 		$397 Hold
11
– – ﹤0.01% 1410
2025
Q2 		$363 Buy
+11
New +$332 ﹤0.01% 1392

Other funds holding VTOL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SAAM
Solus Alternative Asset Management Summit, New Jersey $342M AUM 36.47% 1-Year Est. Return
SDIC
South Dakota Investment Council Sioux Falls, South Dakota $5.84B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
TCA
Taconic Capital Advisors New York $212M AUM 100.15% 1-Year Est. Return
ECP
Empyrean Capital Partners Los Angeles, California $3.03B AUM 47.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Clearstead Trust's VTOL Position: Q4 2025 in Review

Clearstead Trust sold out of Bristow Group (VTOL) in Q4 2025, closing a stake of 11 shares — an estimated $397 sold.

Clearstead Trust first reported a position in VTOL in Q2 2025 and held it in 2 quarters. The position peaked at $397 in Q3 2025. 196 funds tracked by Wall St. Rank hold VTOL as of Q4 2025.

  • Clearstead Trust reported no remaining Bristow Group position as of Q4 2025 after selling out during the quarter.
  • Clearstead Trust sold 11 Bristow Group shares in Q4 2025, an estimated $397.
  • Clearstead Trust first reported a position in Bristow Group in Q2 2025 and held it in 2 quarters.
  • Clearstead Trust's Bristow Group position peaked at $397 in Q3 2025.
  • 196 funds tracked by Wall St. Rank held Bristow Group as of Q4 2025.

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