EverSource Wealth Advisors
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EverSource Wealth Advisors’s Clarus CLAR Stock Holding History

EverSource Wealth Advisors’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
Q2 		$1.86K Buy
590
+193
+49% +$556 ﹤0.01% 3750
2026
Q1 		$1.08K Buy
397
+103
+35% +$338 ﹤0.01% 3833
2025
Q4 		$985 Sell
294
-33
-10% -$112 ﹤0.01% 3712
2025
Q3 		$1.15K Sell
327
-19
-5% -$69 ﹤0.01% 3725
2025
Q2 		$1.2K Buy
346
+308
+811% +$1.04K ﹤0.01% 3681
2025
Q1 		$143 Sell
38
-471
-93% -$2.11K ﹤0.01% 3764
2024
Q4 		$2.3K Buy
+509
New +$2.28K ﹤0.01% 2659

Other funds holding CLAR

GF
Greenhouse Funds Baltimore, Maryland $1.96B AUM 36.47% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
PL
Parthenon LLC Louisville, Kentucky $962M AUM 27.46% 1-Year Est. Return
PCM
Potomac Capital Management New York $147M AUM
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
CEI
Clark Estates Inc New York $434M AUM 15% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

EverSource Wealth Advisors's CLAR Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Clarus (CLAR) stake by 49% in Q2 2026, buying an estimated $556 and bringing the position to 590 shares worth $1.86K. The position accounts for ﹤0.01% of the portfolio, ranked #3750.

EverSource Wealth Advisors first reported a position in CLAR in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.3K in Q4 2024. 87 funds tracked by Wall St. Rank hold CLAR as of Q2 2026.

  • EverSource Wealth Advisors held 590 shares of Clarus worth $1.86K as of Q2 2026.
  • EverSource Wealth Advisors bought 193 Clarus shares in Q2 2026, an estimated $556.
  • Clarus made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3750 holding.
  • EverSource Wealth Advisors first reported a position in Clarus in Q4 2024 and has held it in 7 quarters since.
  • EverSource Wealth Advisors's Clarus position peaked at $2.3K in Q4 2024.
  • 87 funds tracked by Wall St. Rank held Clarus as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.