Corient Private Wealth
CLAR icon

Corient Private Wealth’s Clarus CLAR Stock Holding History

Corient Private Wealth’s Portfolio CLAR Stock Details CLAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$105K Sell
38,578
-38,578
-50% -$127K ﹤0.01% 2681
2025
Q4 		$258K Buy
77,156
+38,578
+100% +$131K ﹤0.01% 2533
2025
Q3 		$135K Hold
38,578
– – ﹤0.01% 2412
2025
Q2 		$134K Hold
38,578
– – ﹤0.01% 2296
2025
Q1 		$145K Hold
38,578
– – ﹤0.01% 2122
2024
Q4 		$174K Sell
38,578
-552
-1% -$2.48K ﹤0.01% 2151
2024
Q3 		$176K Hold
39,130
– – ﹤0.01% 2246
2024
Q2 		$263K Hold
39,130
– – ﹤0.01% 1985
2024
Q1 		$264K Hold
39,130
– – ﹤0.01% 1960
2023
Q4 		$270K Buy
39,130
+552
+1% +$3.24K ﹤0.01% 1917
2023
Q3 		$292K Hold
38,578
– – ﹤0.01% 1760
2023
Q2 		$353K Hold
38,578
– – ﹤0.01% 1625
2023
Q1 		$365K Buy
+38,578
New +$362K ﹤0.01% 1511

Other funds holding CLAR

GF
Greenhouse Funds Baltimore, Maryland $2.11B AUM 12.38% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
PL
Parthenon LLC Louisville, Kentucky $875M AUM 20.28% 1-Year Est. Return
PCM
Potomac Capital Management New York $114M AUM
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PLC
Peapod Lane Capital Bedford Hills, New York $122M AUM 67.29% 1-Year Est. Return