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United Advisor Group’s CleanSpark CLSK Stock Holding History

United Advisor Group’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
2025
Q4 		– Sell
-21,243
Closed -$308K – 488
2025
Q3 		$308K Buy
+21,243
New +$240K 0.04% 350
2025
Q1 		– Sell
-61,550
Closed -$567K – 354
2024
Q4 		$567K Buy
61,550
+36,370
+144% +$440K 0.11% 179
2024
Q3 		$235K Buy
+25,180
New +$320K 0.05% 307

Other funds holding CLSK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MG
Marex Group London $23.6B AUM 57.16% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

United Advisor Group's CLSK Position: Q4 2025 in Review

United Advisor Group sold out of CleanSpark (CLSK) in Q4 2025, closing a stake of 21,243 shares — an estimated $308K sold.

United Advisor Group first reported a position in CLSK in Q3 2024 and held it in 3 quarters. The position peaked at $567K in Q4 2024. 380 funds tracked by Wall St. Rank hold CLSK as of Q4 2025.

  • United Advisor Group reported no remaining CleanSpark position as of Q4 2025 after selling out during the quarter.
  • United Advisor Group sold 21,243 CleanSpark shares in Q4 2025, an estimated $308K.
  • United Advisor Group first reported a position in CleanSpark in Q3 2024 and held it in 3 quarters.
  • United Advisor Group's CleanSpark position peaked at $567K in Q4 2024.
  • 380 funds tracked by Wall St. Rank held CleanSpark as of Q4 2025.

Based on United Advisor Group's 13F filing for Q4 2025, filed 26 Jan 2026.