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J.W. Cole Advisors’s CleanSpark CLSK Stock Holding History

J.W. Cole Advisors’s Portfolio CLSK Stock Details CLSK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$356K Buy
24,500
+4,000
+20% +$56.5K 0.01% 1181
2026
Q1 		$174K Sell
20,500
-1,200
-6% -$12.8K 0.01% 751
2025
Q4 		$215K Buy
+21,700
New +$325K 0.01% 1271

Other funds holding CLSK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SA
Situational Awareness San Francisco, California $20.2B AUM 612.59% 1-Year Est. Return
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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

J.W. Cole Advisors's CLSK Position: Q2 2026 in Review

J.W. Cole Advisors increased its CleanSpark (CLSK) stake by 20% in Q2 2026, buying an estimated $56.5K and bringing the position to 24,500 shares worth $356K. The position accounts for 0.01% of the portfolio, ranked #1181.

J.W. Cole Advisors first reported a position in CLSK in Q4 2025 and has held it in 3 quarters since. 412 funds tracked by Wall St. Rank hold CLSK as of Q2 2026.

  • J.W. Cole Advisors held 24,500 shares of CleanSpark worth $356K as of Q2 2026.
  • J.W. Cole Advisors bought 4,000 CleanSpark shares in Q2 2026, an estimated $56.5K.
  • CleanSpark made up 0.01% of J.W. Cole Advisors's portfolio in Q2 2026, its #1181 holding.
  • J.W. Cole Advisors first reported a position in CleanSpark in Q4 2025 and has held it in 3 quarters since.
  • 412 funds tracked by Wall St. Rank held CleanSpark as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.