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Allworth Financial’s Clarivate CLVT Stock Holding History

Allworth Financial’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 		$25.2K Sell
11,654
-7,381
-39% -$18K ﹤0.01% 3014
2026
Q1 		$48.2K Buy
19,035
+17,404
+1,067% +$44.6K ﹤0.01% 2356
2025
Q4 		$5.45K Buy
1,631
+511
+46% +$1.82K ﹤0.01% 3655
2025
Q3 		$4.29K Buy
1,120
+118
+12% +$496 ﹤0.01% 3639
2025
Q2 		$4.31K Sell
1,002
-95
-9% -$383 ﹤0.01% 3340
2025
Q1 		$3.84K Sell
1,097
-1,886
-63% -$8.93K ﹤0.01% 2904
2024
Q4 		$16.2K Sell
2,983
-195
-6% -$1.12K ﹤0.01% 2220
2024
Q3 		$22.6K Sell
3,178
-385
-11% -$2.46K ﹤0.01% 1830
2024
Q2 		$23.5K Buy
3,563
+3,527
+9,797% +$22.5K ﹤0.01% 1784
2024
Q1 		$268 Sell
36
-37
-51% -$309 ﹤0.01% 3413
2023
Q4 		$677 Sell
73
-2,232
-97% -$16.5K ﹤0.01% 3061
2023
Q3 		$15.5K Buy
2,305
+2,235
+3,193% +$17.8K ﹤0.01% 1679
2023
Q2 		$668 Sell
70
-1,764
-96% -$15K ﹤0.01% 2837
2023
Q1 		$17.2K Sell
1,834
-81
-4% -$835 ﹤0.01% 1547
2022
Q4 		$16K Buy
1,915
+1,868
+3,974% +$17.5K ﹤0.01% 1486
2022
Q3 		$0 Buy
+47
New +$595 ﹤0.01% 2712

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 40.89% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Allworth Financial's CLVT Position: Q2 2026 in Review

Allworth Financial reduced its Clarivate (CLVT) stake by 39% in Q2 2026, selling an estimated $18K and leaving 11,654 shares worth $25.2K. The position accounts for ﹤0.01% of the portfolio, ranked #3014.

Allworth Financial first reported a position in CLVT in Q3 2022 and has held it in 16 quarters since. The position peaked at $48.2K in Q1 2026. 242 funds tracked by Wall St. Rank hold CLVT as of Q2 2026.

  • Allworth Financial held 11,654 shares of Clarivate worth $25.2K as of Q2 2026.
  • Allworth Financial sold 7,381 Clarivate shares in Q2 2026, an estimated $18K.
  • Clarivate made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #3014 holding.
  • Allworth Financial first reported a position in Clarivate in Q3 2022 and has held it in 16 quarters since.
  • Allworth Financial's Clarivate position peaked at $48.2K in Q1 2026.
  • 242 funds tracked by Wall St. Rank held Clarivate as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.