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Birch Financial Group’s Clarivate CLVT Stock Holding History

Birch Financial Group’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 		– Sell
-18,635
Closed -$47.1K – 139
2026
Q1 		$47.1K Hold
18,635
– – 0.03% 135
2025
Q4 		$62.2K Sell
18,635
-986
-5% -$3.51K 0.04% 135
2025
Q3 		$75.1K Sell
19,621
-4,999
-20% -$21K 0.04% 129
2025
Q2 		$106K Buy
24,620
+1,884
+8% +$7.59K 0.08% 114
2025
Q1 		$89.4K Buy
+22,736
New +$108K 0.08% 105

Other funds holding CLVT

ENV
Exor N.V. Amsterdam, Netherlands $5.46B AUM 6.21% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $291M AUM 49.45% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return
RFG
Range Financial Group Tigard, Oregon $366M AUM 76.17% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

Birch Financial Group's CLVT Position: Q2 2026 in Review

Birch Financial Group sold out of Clarivate (CLVT) in Q2 2026, closing a stake of 18,635 shares — an estimated $47.1K sold.

Birch Financial Group first reported a position in CLVT in Q1 2025 and held it in 5 quarters. The position peaked at $106K in Q2 2025. 91 funds tracked by Wall St. Rank hold CLVT as of Q2 2026.

  • Birch Financial Group reported no remaining Clarivate position as of Q2 2026 after selling out during the quarter.
  • Birch Financial Group sold 18,635 Clarivate shares in Q2 2026, an estimated $47.1K.
  • Birch Financial Group first reported a position in Clarivate in Q1 2025 and held it in 5 quarters.
  • Birch Financial Group's Clarivate position peaked at $106K in Q2 2025.
  • 91 funds tracked by Wall St. Rank held Clarivate as of Q2 2026.

Based on Birch Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.