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Collaborative Wealth Management’s Cleveland-Cliffs CLF Stock Holding History

Collaborative Wealth Management’s Portfolio CLF Stock Details CLF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-44,905
Closed -$379K – 172
2026
Q1 		$379K Hold
44,905
– – 0.17% 94
2025
Q4 		$596K Buy
44,905
+30
+0.1% +$379 0.21% 97
2025
Q3 		$547K Hold
44,875
– – 0.22% 87
2025
Q2 		$341K Buy
44,875
+14,580
+48% +$108K 0.15% 127
2025
Q1 		$249K Buy
30,295
+325
+1% +$3.3K 0.12% 143
2024
Q4 		$282K Buy
+29,970
New +$361K 0.13% 137

Other funds holding CLF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SPC
Slate Path Capital New York $7.22B AUM 110.75% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
FFH
Fairfax Financial Holdings Toronto, Ontario, Canada $2.64B AUM 24.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Collaborative Wealth Management's CLF Position: Q2 2026 in Review

Collaborative Wealth Management sold out of Cleveland-Cliffs (CLF) in Q2 2026, closing a stake of 44,905 shares — an estimated $379K sold.

Collaborative Wealth Management first reported a position in CLF in Q4 2024 and held it in 6 quarters. The position peaked at $596K in Q4 2025. 583 funds tracked by Wall St. Rank hold CLF as of Q2 2026.

  • Collaborative Wealth Management reported no remaining Cleveland-Cliffs position as of Q2 2026 after selling out during the quarter.
  • Collaborative Wealth Management sold 44,905 Cleveland-Cliffs shares in Q2 2026, an estimated $379K.
  • Collaborative Wealth Management first reported a position in Cleveland-Cliffs in Q4 2024 and held it in 6 quarters.
  • Collaborative Wealth Management's Cleveland-Cliffs position peaked at $596K in Q4 2025.
  • 583 funds tracked by Wall St. Rank held Cleveland-Cliffs as of Q2 2026.

Based on Collaborative Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.