Creative Planning
CTEV

Creative Planning’s Claritev Corp CTEV Stock Holding History

Creative Planning’s Portfolio CTEV Stock Details CTEV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$513K Buy
+15,029
New +$368K ﹤0.01% 3159
2023
Q3 		– Sell
-280
Closed -$23.7K – 3064
2023
Q2 		$23.7K Sell
280
-289
-51% -$15.4K ﹤0.01% 2495
2023
Q1 		$24.1K Sell
569
-143
-20% -$6.46K ﹤0.01% 2396
2022
Q4 		$32.8K Buy
+712
New +$56.9K ﹤0.01% 2280

Other funds holding CTEV

HFCIV
H&F Corporate Investors VIII San Francisco, California $133M AUM 24.42% 1-Year Est. Return
AM
Ares Management Los Angeles, California $2.29B AUM 0.27% 1-Year Est. Return
ACM
Arini Captial Management London, United Kingdom $975M AUM
PIF
Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $37.9B AUM 7.98% 1-Year Est. Return
BPCM
Beach Point Capital Management Santa Monica, California $258M AUM 20.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CP
CPV Partners Stamford, Connecticut $274M AUM 43.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Creative Planning's CTEV Position: Q2 2026 in Review

Creative Planning opened a new position in Claritev Corp (CTEV) in Q2 2026: 15,029 shares worth $513K. The stake represents ﹤0.01% of the portfolio and ranks #3159 among its holdings. This is a return to the name: Creative Planning previously reported a position in CTEV as recently as Q2 2023.

Creative Planning first reported a position in CTEV in Q4 2022 and has held it in 4 quarters since. 102 funds tracked by Wall St. Rank hold CTEV as of Q2 2026.

  • Creative Planning held 15,029 shares of Claritev Corp worth $513K as of Q2 2026.
  • Claritev Corp was a new Creative Planning position in Q2 2026.
  • Claritev Corp made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3159 holding.
  • Creative Planning first reported a position in Claritev Corp in Q4 2022 and has held it in 4 quarters since.
  • 102 funds tracked by Wall St. Rank held Claritev Corp as of Q2 2026.

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