Curated Wealth Partners’s Calumet Specialty Products CLMT Stock Holding History

Curated Wealth Partners’s Portfolio CLMT Stock Details CLMT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$11.4K	Buy	+10,000	New	+$336K	﹤0.01%	817

Other funds holding CLMT

Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Ellsworth Advisors Hudson, Ohio $609M AUM 52.37% 1-Year Est. Return

O'Keefe Stevens Advisory Rochester, New York $488M AUM 56.91% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Curated Wealth Partners's CLMT Position: Q2 2026 in Review

Curated Wealth Partners opened a new position in Calumet Specialty Products (CLMT) in Q2 2026: 10,000 shares worth $11.4K. The stake represents ﹤0.01% of the portfolio and ranks #817 among its holdings.

13 funds tracked by Wall St. Rank hold CLMT as of Q2 2026.

Curated Wealth Partners held 10,000 shares of Calumet Specialty Products worth $11.4K as of Q2 2026.
Calumet Specialty Products was a new Curated Wealth Partners position in Q2 2026.
Calumet Specialty Products made up ﹤0.01% of Curated Wealth Partners's portfolio in Q2 2026, its #817 holding.
13 funds tracked by Wall St. Rank held Calumet Specialty Products as of Q2 2026.

Based on Curated Wealth Partners's 13F filing for Q2 2026, filed 13 Jul 2026.