Clearstead Advisors, LLC AUTL — AUTOLUS THERAPEUTICS PLC

Ownership history in Clearstead Advisors, LLC  ·  8 quarters on record

AI Ownership Summary

Clearstead Advisors, LLC reported AUTOLUS THERAPEUTICS PLC (AUTL) in 8 quarterly 13F filings from 2024 Q2 through 2026 Q1. Peak portfolio weight reached 0.01% in 2024 Q2. The latest visible filing shows AUTL at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this AUTL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Clearstead Advisors, LLC's position in AUTOLUS THERAPEUTICS PLC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

AUTL was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

AUTL stock page Clearstead Advisors, LLC fund profile Clearstead Advisors, LLC full holdings
How Clearstead Advisors, LLC held AUTL — position size vs. price
% of Fund (quarterly)    AUTL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 121,107 — 0% 0.00% $167K 2026-05-06 $1.70
2025 Q4 UNCHANGED — — — 121,107 — 0% 0.00% $241K 2026-02-09 $1.46
2025 Q3 UNCHANGED — — — 121,107 — 0% 0.00% $197K 2025-11-14 (Est.) $1.37
2025 Q2 ADDED — — — 121,107 +30,000 +32.9% 0.00% $276K 2025-08-08 $2.33
2025 Q1 UNCHANGED — — — 91,107 — 0% 0.00% $141K 2025-05-13 $1.27
2024 Q4 REDUCED 5.2% -34.0% ✅ 91,107 -5,000 -5.2% 0.00% $214K 2025-02-10 $1.92
2024 Q3 UNCHANGED — — — 96,107 — 0% 0.01% $349K 2024-11-13 $3.29
2024 Q2 INITIATED — — — 96,107 — — 0.01% $334K 2024-08-12 $3.68

🏢 Other funds also holding AUTL

As of 2026 Q1 — sorted by position size

Privium Fund Management B.V. 3Y 0.1% Aubrey Capital Management Ltd 3Y 7Y 0.1% SmartHarvest Portfolios, LLC 0.03% R Squared Ltd 0.03% Alphabet Inc. 3Y 0.02% DUMONT & BLAKE INVESTMENT ADVISORS LLC 3Y 7Y 0.01% Leonteq Securities AG 0.01% WEALTH EFFECTS LLC 3Y 0.0% China Universal Asset Management Co., Ltd. 3Y 0.0% Claro Advisors Inc. 3Y 7Y 0.0%

FAQ About Clearstead Advisors, LLC and AUTL

These are the practical questions this page is built to answer before you even open the full history table.

How long has Clearstead Advisors, LLC reported owning AUTL?

Clearstead Advisors, LLC reported AUTL across 8 quarterly 13F filings, from 2024 Q2 through 2026 Q1.

What was the largest reported AUTL position in Clearstead Advisors, LLC's portfolio?

The largest reported portfolio weight for AUTL was 0.01% in 2024 Q2.

What is the latest reported AUTL position on this page?

The most recent filing on this page is 2026 Q1, when Clearstead Advisors, LLC reported 121,107 shares, equal to 0.00% of portfolio, with an estimated market value of $167K.

What does the chart on this AUTL ownership page compare?

The chart compares Clearstead Advisors, LLC's quarterly AUTL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Clearstead Advisors, LLC time their AUTL position?

Based on 13F filing dates vs. subsequent AUTL price moves, Clearstead Advisors, LLC correctly timed 1 out of 3 reported position changes (33%). The annualised alpha on AUTL relative to SPY over the holding period was -44.4%.

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