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Essential Partners’s Clarivate CLVT Stock Holding History

Essential Partners’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
Q3 		$663 Sell
397
-762
-66% -$1.55K ﹤0.01% 2314
2026
Q2 		$2.5K Buy
1,159
+946
+444% +$2.31K ﹤0.01% 1884
2026
Q1 		$539 Buy
+213
New +$545 ﹤0.01% 2414

Other funds holding CLVT

Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Moody National Bank Trust Division
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Essential Partners's CLVT Position: Q3 2026 in Review

Essential Partners reduced its Clarivate (CLVT) stake by 66% in Q3 2026, selling an estimated $1.55K and leaving 397 shares worth $663. The position accounts for ﹤0.01% of the portfolio, ranked #2314.

Essential Partners first reported a position in CLVT in Q1 2026 and has held it in 3 quarters since. The position peaked at $2.5K in Q2 2026. 14 funds tracked by Wall St. Rank hold CLVT as of Q3 2026.

  • Essential Partners held 397 shares of Clarivate worth $663 as of Q3 2026.
  • Essential Partners sold 762 Clarivate shares in Q3 2026, an estimated $1.55K.
  • Clarivate made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #2314 holding.
  • Essential Partners first reported a position in Clarivate in Q1 2026 and has held it in 3 quarters since.
  • Essential Partners's Clarivate position peaked at $2.5K in Q2 2026.
  • 14 funds tracked by Wall St. Rank held Clarivate as of Q3 2026.

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