EWA
CTEV

EverSource Wealth Advisors’s Claritev Corp CTEV Stock Holding History

EverSource Wealth Advisors’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
Q2 		$5.97K Buy
175
+159
+994% +$3.9K ﹤0.01% 3202
2026
Q1 		$261 Buy
+16
New +$358 ﹤0.01% 4173
2025
Q4 		– Sell
-13
Closed -$690 – 4499
2025
Q3 		$690 Buy
+13
New +$717 ﹤0.01% 3856
2023
Q1 		– Sell
-24
Closed -$1.1K – 2555
2022
Q4 		$1.1K Buy
+24
New +$1.92K ﹤0.01% 2067

Other funds holding CTEV

HFCIV
H&F Corporate Investors VIII San Francisco, California $133M AUM 24.42% 1-Year Est. Return
AM
Ares Management Los Angeles, California $2.29B AUM 0.27% 1-Year Est. Return
ACM
Arini Captial Management London, United Kingdom $975M AUM
PIF
Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $37.9B AUM 7.98% 1-Year Est. Return
BPCM
Beach Point Capital Management Santa Monica, California $258M AUM 20.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CP
CPV Partners Stamford, Connecticut $274M AUM 43.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

EverSource Wealth Advisors increased its Claritev Corp (CTEV) stake by 994% in Q2 2026, buying an estimated $3.9K and bringing the position to 175 shares worth $5.97K. The position accounts for ﹤0.01% of the portfolio, ranked #3202.

EverSource Wealth Advisors first reported a position in CTEV in Q4 2022 and has held it in 4 quarters since. 102 funds tracked by Wall St. Rank hold CTEV as of Q2 2026.

  • EverSource Wealth Advisors held 175 shares of Claritev Corp worth $5.97K as of Q2 2026.
  • EverSource Wealth Advisors bought 159 Claritev Corp shares in Q2 2026, an estimated $3.9K.
  • Claritev Corp made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3202 holding.
  • EverSource Wealth Advisors first reported a position in Claritev Corp in Q4 2022 and has held it in 4 quarters since.
  • 102 funds tracked by Wall St. Rank held Claritev Corp as of Q2 2026.

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