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Basecamp Wealth Advisors’s Core Laboratories CLB Stock Holding History

Basecamp Wealth Advisors’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
Q2 		– Sell
-16
Closed -$269 – 1857
2026
Q1 		$269 Sell
16
-151
-90% -$2.7K ﹤0.01% 1834
2025
Q4 		$2.68K Buy
+167
New +$2.49K ﹤0.01% 1292

Other funds holding CLB

AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Basecamp Wealth Advisors's CLB Position: Q2 2026 in Review

Basecamp Wealth Advisors sold out of Core Laboratories (CLB) in Q2 2026, closing a stake of 16 shares — an estimated $269 sold.

Basecamp Wealth Advisors first reported a position in CLB in Q4 2025 and held it in 2 quarters. The position peaked at $2.68K in Q4 2025. 186 funds tracked by Wall St. Rank hold CLB as of Q2 2026.

  • Basecamp Wealth Advisors reported no remaining Core Laboratories position as of Q2 2026 after selling out during the quarter.
  • Basecamp Wealth Advisors sold 16 Core Laboratories shares in Q2 2026, an estimated $269.
  • Basecamp Wealth Advisors first reported a position in Core Laboratories in Q4 2025 and held it in 2 quarters.
  • Basecamp Wealth Advisors's Core Laboratories position peaked at $2.68K in Q4 2025.
  • 186 funds tracked by Wall St. Rank held Core Laboratories as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.