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
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 $63.5M AUM 20.79% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
ACM
Arini Captial Management London, United Kingdom $634M AUM
PIF
Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $12B AUM 0.61% 1-Year Est. Return
BPCM
Beach Point Capital Management Santa Monica, California $254M AUM 16.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CP
CPV Partners Stamford, Connecticut $224M AUM 77.2% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
CC
Caspian Capital New York $103M AUM
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

EverSource Wealth Advisors's CTEV Position: Q1 2026 in Review

EverSource Wealth Advisors opened a new position in Claritev Corp (CTEV) in Q1 2026: 16 shares worth $261. The stake represents ﹤0.01% of the portfolio and ranks #4173 among its holdings. This is a return to the name: EverSource Wealth Advisors previously reported a position in CTEV as recently as Q3 2025.

EverSource Wealth Advisors first reported a position in CTEV in Q4 2022 and has held it in 3 quarters since. The position peaked at $1.1K in Q4 2022. 94 funds tracked by Wall St. Rank hold CTEV as of Q1 2026.

  • EverSource Wealth Advisors held 16 shares of Claritev Corp worth $261 as of Q1 2026.
  • Claritev Corp was a new EverSource Wealth Advisors position in Q1 2026.
  • Claritev Corp made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #4173 holding.
  • EverSource Wealth Advisors first reported a position in Claritev Corp in Q4 2022 and has held it in 3 quarters since.
  • EverSource Wealth Advisors's Claritev Corp position peaked at $1.1K in Q4 2022.
  • 94 funds tracked by Wall St. Rank held Claritev Corp as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.