EverSource Wealth Advisors’s Clarivate CLVT Stock Holding History

EverSource Wealth Advisors’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 Q2	$6.25K	Buy	2,895 +1,256	+77%	+$3.07K	﹤0.01%	3174
2026 Q1	$4.15K	Buy	1,639 +1,184	+260%	+$3.03K	﹤0.01%	3346
2025 Q4	$1.52K	Buy	455 +20	+5%	+$71	﹤0.01%	3590
2025 Q3	$1.67K	Buy	435 +310	+248%	+$1.3K	﹤0.01%	3571
2025 Q2	$537	Buy	+125	New	+$503	﹤0.01%	3879
2024 Q2	–	Sell	-63	Closed	-$426	–	3076
2024 Q1	$426	Sell	63 -339	-84%	-$2.83K	﹤0.01%	2755
2023 Q4	$3.72K	Buy	402 +229	+132%	+$1.69K	﹤0.01%	1973
2023 Q3	$1.16K	Sell	173 -68	-28%	-$542	﹤0.01%	2156
2023 Q2	$2.3K	Sell	241 -308	-56%	-$2.61K	﹤0.01%	1987
2023 Q1	$5.16K	Hold	549	–	–	﹤0.01%	1635
2022 Q4	$4.58K	Buy	+549	New	+$5.15K	﹤0.01%	1646

Other funds holding CLVT

LGP

Leonard Green & Partners Los Angeles, California $962M AUM 35.11% 1-Year Est. Return

ENV

Exor N.V. Amsterdam, Netherlands $5.46B AUM 6.21% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

PGH

Partners Group Holding Baar-Zug, Switzerland $1.47B AUM 8.59% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

EDRH

Edmond de Rothschild Holding Chambesy, Switzerland $7.59B AUM 23.44% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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

EverSource Wealth Advisors increased its Clarivate (CLVT) stake by 77% in Q2 2026, buying an estimated $3.07K and bringing the position to 2,895 shares worth $6.25K. The position accounts for ﹤0.01% of the portfolio, ranked #3174.

EverSource Wealth Advisors first reported a position in CLVT in Q4 2022 and has held it in 11 quarters since. 242 funds tracked by Wall St. Rank hold CLVT as of Q2 2026.

EverSource Wealth Advisors held 2,895 shares of Clarivate worth $6.25K as of Q2 2026.
EverSource Wealth Advisors bought 1,256 Clarivate shares in Q2 2026, an estimated $3.07K.
Clarivate made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3174 holding.
EverSource Wealth Advisors first reported a position in Clarivate in Q4 2022 and has held it in 11 quarters since.
242 funds tracked by Wall St. Rank held Clarivate as of Q2 2026.

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