Essential Partners’s Clarus CLAR Stock Holding History

Essential Partners’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 Q3	$281	Sell	83 -186	-69%	-$652	﹤0.01%	2530
2026 Q2	$847	Buy	269 +85	+46%	+$245	﹤0.01%	2314
2026 Q1	$500	Buy	184 +148	+411%	+$485	﹤0.01%	2439
2025 Q4	$121	Sell	36 -46	-56%	-$157	﹤0.01%	2521
2025 Q3	$287	Sell	82 -32	-28%	-$116	﹤0.01%	2331
2025 Q2	$396	Buy	+114	New	+$386	﹤0.01%	1763

Other funds holding CLAR

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Essential Partners's CLAR Position: Q3 2026 in Review

Essential Partners reduced its Clarus (CLAR) stake by 69% in Q3 2026, selling an estimated $652 and leaving 83 shares worth $281. The position accounts for ﹤0.01% of the portfolio, ranked #2530.

Essential Partners first reported a position in CLAR in Q2 2025 and has held it in 6 quarters since. The position peaked at $847 in Q2 2026. 6 funds tracked by Wall St. Rank hold CLAR as of Q3 2026.

Essential Partners held 83 shares of Clarus worth $281 as of Q3 2026.
Essential Partners sold 186 Clarus shares in Q3 2026, an estimated $652.
Clarus made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #2530 holding.
Essential Partners first reported a position in Clarus in Q2 2025 and has held it in 6 quarters since.
Essential Partners's Clarus position peaked at $847 in Q2 2026.
6 funds tracked by Wall St. Rank held Clarus as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.