Clearstead Trust’s XPEL XPEL Stock Holding History

Clearstead Trust’s Portfolio XPEL Stock Details XPEL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-12	Closed	-$397	–	1561
2025 Q3	$397	Hold	12	–	–	﹤0.01%	1411
2025 Q2	$431	Buy	+12	New	+$396	﹤0.01%	1362

Other funds holding XPEL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

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

AFCM

Alta Fox Capital Management Fort Worth, Texas $497M AUM 48.91% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

SIC

Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Clearstead Trust's XPEL Position: Q4 2025 in Review

Clearstead Trust sold out of XPEL (XPEL) in Q4 2025, closing a stake of 12 shares — an estimated $397 sold.

Clearstead Trust first reported a position in XPEL in Q2 2025 and held it in 2 quarters. The position peaked at $431 in Q2 2025. 199 funds tracked by Wall St. Rank hold XPEL as of Q4 2025.

Clearstead Trust reported no remaining XPEL position as of Q4 2025 after selling out during the quarter.
Clearstead Trust sold 12 XPEL shares in Q4 2025, an estimated $397.
Clearstead Trust first reported a position in XPEL in Q2 2025 and held it in 2 quarters.
Clearstead Trust's XPEL position peaked at $431 in Q2 2025.
199 funds tracked by Wall St. Rank held XPEL as of Q4 2025.

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