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Allied Private Wealth’s Clarivate CLVT Stock Holding History

Allied Private Wealth’s Portfolio CLVT Stock Details CLVT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$419 Buy
+190
New +$465 ﹤0.01% 848

Other funds holding CLVT

LGP
Leonard Green & Partners Los Angeles, California $962M AUM 35.11% 1-Year Est. Return
ENV
Exor N.V. Amsterdam, Netherlands $5.46B AUM 6.21% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PGH
Partners Group Holding Baar-Zug, Switzerland $1.47B AUM 8.59% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
EDRH
Edmond de Rothschild Holding Chambesy, Switzerland $7.59B AUM 23.44% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Allied Private Wealth's CLVT Position: Q2 2026 in Review

Allied Private Wealth opened a new position in Clarivate (CLVT) in Q2 2026: 190 shares worth $419. The stake represents ﹤0.01% of the portfolio and ranks #848 among its holdings.

241 funds tracked by Wall St. Rank hold CLVT as of Q2 2026.

  • Allied Private Wealth held 190 shares of Clarivate worth $419 as of Q2 2026.
  • Clarivate was a new Allied Private Wealth position in Q2 2026.
  • Clarivate made up ﹤0.01% of Allied Private Wealth's portfolio in Q2 2026, its #848 holding.
  • 241 funds tracked by Wall St. Rank held Clarivate as of Q2 2026.

Based on Allied Private Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.