Rothwell Investment Advisors, LLC’s Core Laboratories CLB Stock Holding History

Rothwell Investment Advisors, LLC’s Portfolio CLB Stock Details CLB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$5.93K	Buy	+611	New	+$7.07K	﹤0.01%	878

Other funds holding CLB

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Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return

Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Raiffeisen Bank International Vienna, Austria $8.69B AUM 38.11% 1-Year Est. Return

Rothwell Investment Advisors, LLC's CLB Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Core Laboratories (CLB) in Q3 2026: 611 shares worth $5.93K. The stake represents ﹤0.01% of the portfolio and ranks #878 among its holdings.

62 funds tracked by Wall St. Rank hold CLB as of Q3 2026.

Rothwell Investment Advisors, LLC held 611 shares of Core Laboratories worth $5.93K as of Q3 2026.
Core Laboratories was a new Rothwell Investment Advisors, LLC position in Q3 2026.
Core Laboratories made up ﹤0.01% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #878 holding.
62 funds tracked by Wall St. Rank held Core Laboratories as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.