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 Q2	$122K	Hold	38,578	–	–	﹤0.01%	2904
2026 Q1	$105K	Hold	38,578	–	–	﹤0.01%	2681
2025 Q4	$129K	Hold	38,578	–	–	﹤0.01%	2505
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

Greenhouse Funds Baltimore, Maryland $1.96B AUM 36.47% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Parthenon LLC Louisville, Kentucky $962M AUM 27.46% 1-Year Est. Return

PCM

Potomac Capital Management New York $147M AUM

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

CEI

Clark Estates Inc New York $434M AUM 15% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Corient Private Wealth's CLAR Position: Q2 2026 in Review

Corient Private Wealth held its Clarus (CLAR) position steady in Q2 2026 at 38,578 shares worth $122K. The position accounts for ﹤0.01% of the portfolio, ranked #2904.

Corient Private Wealth first reported a position in CLAR in Q1 2023 and has held it in 14 quarters since. The position peaked at $365K in Q1 2023. 88 funds tracked by Wall St. Rank hold CLAR as of Q2 2026.

Corient Private Wealth held 38,578 shares of Clarus worth $122K as of Q2 2026.
Corient Private Wealth left its Clarus share count unchanged in Q2 2026.
Clarus made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #2904 holding.
Corient Private Wealth first reported a position in Clarus in Q1 2023 and has held it in 14 quarters since.
Corient Private Wealth's Clarus position peaked at $365K in Q1 2023.
88 funds tracked by Wall St. Rank held Clarus as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.