HighTower Advisors’s Calumet Specialty Products CLMT Stock Holding History

HighTower Advisors’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 Q1	$380K	Sell	10,589 -9,448	-47%	-$245K	﹤0.01%	2953
2025 Q4	$398K	Buy	+20,037	New	+$386K	﹤0.01%	2813
2024 Q1	–	Sell	-21,000	Closed	-$375K	–	3674
2023 Q4	$375K	Sell	21,000 -566	-3%	-$9.18K	﹤0.01%	2539
2023 Q3	$412K	Sell	21,566 -6,100	-22%	-$106K	﹤0.01%	2359
2023 Q2	$439K	Sell	27,666 -7,221	-21%	-$119K	﹤0.01%	2292
2023 Q1	$607K	Sell	34,887 -3,100	-8%	-$55.1K	﹤0.01%	1982
2022 Q4	$642K	Buy	37,987 +20,762	+121%	+$335K	﹤0.01%	1954
2022 Q3	$220K	Buy	17,225 +238	+1%	+$3.41K	﹤0.01%	2542
2022 Q2	$176K	Buy	+16,987	New	+$226K	﹤0.01%	2667
2014 Q2	–	Sell	-37,705	Closed	-$974K	–	1610
2014 Q1	$974K	Sell	37,705 -7,480	-17%	-$204K	0.02%	754
2013 Q4	$1.18M	Sell	45,185 -130	-0.3%	-$3.63K	0.02%	640
2013 Q3	$1.24M	Sell	45,315 -2,233	-5%	-$70.1K	0.03%	564
2013 Q2	$1.73M	Buy	+47,548	New	+$1.71M	0.05%	433

Other funds holding CLMT

TSC

Two Seas Capital Rye, New York $7.15B AUM 169.27% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

WDOM

Wasserstein Debt Opportunities Management New York $189M AUM 169.75% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

AAA

Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

HighTower Advisors's CLMT Position: Q1 2026 in Review

HighTower Advisors reduced its Calumet Specialty Products (CLMT) stake by 47% in Q1 2026, selling an estimated $245K and leaving 10,589 shares worth $380K. The position accounts for ﹤0.01% of the portfolio, ranked #2953.

HighTower Advisors first reported a position in CLMT in Q2 2013 and has held it in 13 quarters since. The position peaked at $1.73M in Q2 2013. 180 funds tracked by Wall St. Rank hold CLMT as of Q1 2026.

HighTower Advisors held 10,589 shares of Calumet Specialty Products worth $380K as of Q1 2026.
HighTower Advisors sold 9,448 Calumet Specialty Products shares in Q1 2026, an estimated $245K.
Calumet Specialty Products made up ﹤0.01% of HighTower Advisors's portfolio in Q1 2026, its #2953 holding.
HighTower Advisors first reported a position in Calumet Specialty Products in Q2 2013 and has held it in 13 quarters since.
HighTower Advisors's Calumet Specialty Products position peaked at $1.73M in Q2 2013.
180 funds tracked by Wall St. Rank held Calumet Specialty Products as of Q1 2026.

Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.