Essential Partners’s Claritev Corp CTEV Stock Holding History

Essential Partners’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 Q3	$360	Sell	17 -6	-26%	-$189	﹤0.01%	2482
2026 Q2	$785	Buy	23 +22	+2,200%	+$539	﹤0.01%	2346
2026 Q1	$16	Sell	1 -3	-75%	-$67	﹤0.01%	2830
2025 Q4	$171	Buy	+4	New	+$204	﹤0.01%	2459

Other funds holding CTEV

GAMMA Investing Foster City, California $2.96B AUM 34.38% 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

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Essential Partners's CTEV Position: Q3 2026 in Review

Essential Partners reduced its Claritev Corp (CTEV) stake by 26% in Q3 2026, selling an estimated $189 and leaving 17 shares worth $360. The position accounts for ﹤0.01% of the portfolio, ranked #2482.

Essential Partners first reported a position in CTEV in Q4 2025 and has held it in 4 quarters since. The position peaked at $785 in Q2 2026. 5 funds tracked by Wall St. Rank hold CTEV as of Q3 2026.

Essential Partners held 17 shares of Claritev Corp worth $360 as of Q3 2026.
Essential Partners sold 6 Claritev Corp shares in Q3 2026, an estimated $189.
Claritev Corp made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #2482 holding.
Essential Partners first reported a position in Claritev Corp in Q4 2025 and has held it in 4 quarters since.
Essential Partners's Claritev Corp position peaked at $785 in Q2 2026.
5 funds tracked by Wall St. Rank held Claritev Corp as of Q3 2026.

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