Focus Partners Wealth
CLMT icon

Focus Partners Wealth’s Calumet Specialty Products CLMT Stock Holding History

Focus Partners Wealth’s Portfolio CLMT Stock Details CLMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.97M Buy
110,136
+4,300
+4% +$145K ﹤0.01% 1055
2026
Q1 		$3.8M Sell
105,836
-4,764
-4% -$123K ﹤0.01% 1038
2025
Q4 		$2.2M Buy
+110,600
New +$2.13M ﹤0.01% 1281
2025
Q2 		– Sell
-43,937
Closed -$557K – 2054
2025
Q1 		$557K Sell
43,937
-3,063
-7% -$48.1K ﹤0.01% 1298
2024
Q4 		$1.03M Buy
+47,000
New +$988K ﹤0.01% 1051

Other funds holding CLMT

TSC
Two Seas Capital Rye, New York $5.05B AUM 164.99% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WDOM
Wasserstein Debt Opportunities Management New York $264M AUM 188.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Focus Partners Wealth's CLMT Position: Q2 2026 in Review

Focus Partners Wealth increased its Calumet Specialty Products (CLMT) stake by 4.1% in Q2 2026, buying an estimated $145K and bringing the position to 110,136 shares worth $3.97M. The position accounts for ﹤0.01% of the portfolio, ranked #1055.

Focus Partners Wealth first reported a position in CLMT in Q4 2024 and has held it in 5 quarters since. 188 funds tracked by Wall St. Rank hold CLMT as of Q2 2026.

  • Focus Partners Wealth held 110,136 shares of Calumet Specialty Products worth $3.97M as of Q2 2026.
  • Focus Partners Wealth bought 4,300 Calumet Specialty Products shares in Q2 2026, an estimated $145K.
  • Calumet Specialty Products made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1055 holding.
  • Focus Partners Wealth first reported a position in Calumet Specialty Products in Q4 2024 and has held it in 5 quarters since.
  • 188 funds tracked by Wall St. Rank held Calumet Specialty Products as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.