Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Clarivate CLVT Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$15.3K Buy
6,050
+2,951
+95% +$7.55K ﹤0.01% 4574
2025
Q4 		$10K Sell
3,099
-399
-11% -$1.42K ﹤0.01% 4532
2025
Q3 		$13K Buy
3,498
+1,352
+63% +$5.68K ﹤0.01% 4337
2025
Q2 		$9K Buy
2,146
+1,828
+575% +$7.36K ﹤0.01% 4343
2025
Q1 		$1K Sell
318
-466
-59% -$2.21K ﹤0.01% 4878
2024
Q4 		$4K Sell
784
-730
-48% -$4.2K ﹤0.01% 4281
2024
Q3 		$11K Buy
1,514
+478
+46% +$3.05K ﹤0.01% 3720
2024
Q2 		$6K Buy
1,036
+58
+6% +$370 ﹤0.01% 3754
2024
Q1 		$7K Buy
978
+436
+80% +$3.64K ﹤0.01% 3493
2023
Q4 		$5K Sell
542
-2,768
-84% -$20.5K ﹤0.01% 3489
2023
Q3 		$22K Sell
3,310
-129
-4% -$1.03K ﹤0.01% 2620
2023
Q2 		$33K Buy
3,439
+402
+13% +$3.41K ﹤0.01% 2289
2023
Q1 		$29K Sell
3,037
-1,816
-37% -$18.7K ﹤0.01% 2241
2022
Q4 		$40K Buy
4,853
+1,148
+31% +$10.8K ﹤0.01% 1871
2022
Q3 		$35K Buy
3,705
+2,866
+342% +$36.3K ﹤0.01% 1846
2022
Q2 		$12K Sell
839
-420
-33% -$6.28K ﹤0.01% 2452
2022
Q1 		$21K Buy
1,259
+810
+180% +$13.4K ﹤0.01% 2043
2021
Q4 		$11K Buy
+449
New +$10.4K ﹤0.01% 2292
2021
Q2 		$6K Hold
200
– – ﹤0.01% 2282
2021
Q1 		$6K Hold
200
– – ﹤0.01% 2282
2020
Q4 		$6K Hold
200
– – ﹤0.01% 2282
2020
Q3 		$6K Hold
200
– – ﹤0.01% 2282
2020
Q2 		$6K Hold
200
– – ﹤0.01% 2282
2020
Q1 		$6K Hold
200
– – ﹤0.01% 2282
2019
Q4 		$6K Hold
200
– – ﹤0.01% 2282
2019
Q3 		$6K Hold
200
– – ﹤0.01% 2282
2019
Q2 		$6K Hold
200
– – ﹤0.01% 2282
2019
Q1 		$6K Buy
+200
New +$2.22K ﹤0.01% 2282

Other funds holding CLVT

LGP
Leonard Green & Partners Los Angeles, California $2.77B AUM 3.28% 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
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
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.57B AUM 9.46% 1-Year Est. Return

Carson Wealth (CWM LLC)'s CLVT Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Clarivate (CLVT) stake by 95% in Q1 2026, buying an estimated $7.55K and bringing the position to 6,050 shares worth $15.3K. The position accounts for ﹤0.01% of the portfolio, ranked #4574.

Carson Wealth (CWM LLC) first reported a position in CLVT in Q1 2019 and has held it in 28 quarters since. The position peaked at $40K in Q4 2022. 255 funds tracked by Wall St. Rank hold CLVT as of Q1 2026.

  • Carson Wealth (CWM LLC) held 6,050 shares of Clarivate worth $15.3K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 2,951 Clarivate shares in Q1 2026, an estimated $7.55K.
  • Clarivate made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4574 holding.
  • Carson Wealth (CWM LLC) first reported a position in Clarivate in Q1 2019 and has held it in 28 quarters since.
  • Carson Wealth (CWM LLC)'s Clarivate position peaked at $40K in Q4 2022.
  • 255 funds tracked by Wall St. Rank held Clarivate as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.