Creative Planning
CLVT icon

Creative Planning’s Clarivate CLVT Stock Holding History

Creative Planning’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 		$898K Sell
415,956
-223,648
-35% -$547K ﹤0.01% 2732
2026
Q1 		$1.62M Buy
639,604
+517,616
+424% +$1.33M ﹤0.01% 2075
2025
Q4 		$407K Buy
121,988
+52,546
+76% +$187K ﹤0.01% 3014
2025
Q3 		$266K Buy
69,442
+6,314
+10% +$26.5K ﹤0.01% 3243
2025
Q2 		$271K Buy
63,128
+51,820
+458% +$209K ﹤0.01% 2990
2025
Q1 		$44.4K Sell
11,308
-1,917
-14% -$9.08K ﹤0.01% 3355
2024
Q4 		$67.2K Sell
13,225
-6,774
-34% -$39K ﹤0.01% 3209
2024
Q3 		$142K Buy
+19,999
New +$128K ﹤0.01% 2946
2023
Q4 		– Sell
-11,298
Closed -$75.8K – 2813
2023
Q3 		$75.8K Buy
11,298
+619
+6% +$4.93K ﹤0.01% 2429
2023
Q2 		$102K Buy
+10,679
New +$90.5K ﹤0.01% 2341

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 40.89% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Creative Planning's CLVT Position: Q2 2026 in Review

Creative Planning reduced its Clarivate (CLVT) stake by 35% in Q2 2026, selling an estimated $547K and leaving 415,956 shares worth $898K. The position accounts for ﹤0.01% of the portfolio, ranked #2732.

Creative Planning first reported a position in CLVT in Q2 2023 and has held it in 10 quarters since. The position peaked at $1.62M in Q1 2026. 243 funds tracked by Wall St. Rank hold CLVT as of Q2 2026.

  • Creative Planning held 415,956 shares of Clarivate worth $898K as of Q2 2026.
  • Creative Planning sold 223,648 Clarivate shares in Q2 2026, an estimated $547K.
  • Clarivate made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2732 holding.
  • Creative Planning first reported a position in Clarivate in Q2 2023 and has held it in 10 quarters since.
  • Creative Planning's Clarivate position peaked at $1.62M in Q1 2026.
  • 243 funds tracked by Wall St. Rank held Clarivate as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.