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United Advisor Group’s Cleveland-Cliffs CLF Stock Holding History

United Advisor Group’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
Q1 		$112K Sell
13,252
-700
-5% -$8.01K 0.01% 498
2025
Q4 		$185K Buy
13,952
+3,622
+35% +$45.7K 0.02% 469
2025
Q3 		$126K Buy
+10,330
New +$109K 0.02% 447

Other funds holding CLF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
MRCP
Maple Rock Capital Partners Toronto, Ontario, Canada $3.07B AUM 157.2% 1-Year Est. Return
SPC
Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
FFH
Fairfax Financial Holdings Toronto, Ontario, Canada $1.94B AUM 27.76% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

United Advisor Group's CLF Position: Q1 2026 in Review

United Advisor Group reduced its Cleveland-Cliffs (CLF) stake by 5% in Q1 2026, selling an estimated $8.01K and leaving 13,252 shares worth $112K. The position accounts for 0.01% of the portfolio, ranked #498.

United Advisor Group first reported a position in CLF in Q3 2025 and has held it in 3 quarters since. The position peaked at $185K in Q4 2025. 566 funds tracked by Wall St. Rank hold CLF as of Q1 2026.

  • United Advisor Group held 13,252 shares of Cleveland-Cliffs worth $112K as of Q1 2026.
  • United Advisor Group sold 700 Cleveland-Cliffs shares in Q1 2026, an estimated $8.01K.
  • Cleveland-Cliffs made up 0.01% of United Advisor Group's portfolio in Q1 2026, its #498 holding.
  • United Advisor Group first reported a position in Cleveland-Cliffs in Q3 2025 and has held it in 3 quarters since.
  • United Advisor Group's Cleveland-Cliffs position peaked at $185K in Q4 2025.
  • 566 funds tracked by Wall St. Rank held Cleveland-Cliffs as of Q1 2026.

Based on United Advisor Group's 13F filing for Q1 2026, filed 17 Apr 2026.