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
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 $2.77B AUM 3.28% 1-Year Est. Return
ENV
Exor N.V. Amsterdam, Netherlands $5.38B AUM 6.22% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
PGH
Partners Group Holding Baar-Zug, Switzerland $1.35B AUM 27.53% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EDRH
Edmond de Rothschild Holding Chambesy, Switzerland $6.91B AUM 19.7% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.66B AUM 6.69% 1-Year Est. Return