CT
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Clearstead Trust’s Clarivate CLVT Stock Holding History

Clearstead Trust’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 		$229 Buy
+106
New +$259 ﹤0.01% 965
2026
Q1 		– Sell
-396
Closed -$1.32K – 995
2025
Q4 		$1.32K Buy
396
+250
+171% +$889 ﹤0.01% 928
2025
Q3 		$560 Buy
+146
New +$613 ﹤0.01% 1354
2025
Q2 		– Sell
-9
Closed -$36 – 1501
2025
Q1 		$36 Buy
+9
New +$43 ﹤0.01% 878

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

Clearstead Trust's CLVT Position: Q2 2026 in Review

Clearstead Trust opened a new position in Clarivate (CLVT) in Q2 2026: 106 shares worth $229. The stake represents ﹤0.01% of the portfolio and ranks #965 among its holdings. This is a return to the name: Clearstead Trust previously reported a position in CLVT as recently as Q4 2025.

Clearstead Trust first reported a position in CLVT in Q1 2025 and has held it in 4 quarters since. The position peaked at $1.32K in Q4 2025. 242 funds tracked by Wall St. Rank hold CLVT as of Q2 2026.

  • Clearstead Trust held 106 shares of Clarivate worth $229 as of Q2 2026.
  • Clarivate was a new Clearstead Trust position in Q2 2026.
  • Clarivate made up ﹤0.01% of Clearstead Trust's portfolio in Q2 2026, its #965 holding.
  • Clearstead Trust first reported a position in Clarivate in Q1 2025 and has held it in 4 quarters since.
  • Clearstead Trust's Clarivate position peaked at $1.32K in Q4 2025.
  • 242 funds tracked by Wall St. Rank held Clarivate as of Q2 2026.

Based on Clearstead Trust's 13F filing for Q2 2026, filed 6 Aug 2026.