Jones Financial Companies’s Clarivate CLVT Stock Holding History

Jones Financial Companies’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	$4.04K	Sell	1,898 -3,521	-65%	-$8.61K	﹤0.01%	4189
2026 Q1	$12.8K	Buy	5,419 +5,239	+2,911%	+$13.4K	﹤0.01%	3481
2025 Q4	$601	Buy	180 +76	+73%	+$270	﹤0.01%	4128
2025 Q3	$384	Hold	104	–	–	﹤0.01%	4069
2025 Q2	$448	Hold	104	–	–	﹤0.01%	3816
2025 Q1	$413	Buy	+104	New	+$493	﹤0.01%	3535
2022 Q3	–	Sell	-53	Closed	-$1K	–	567
2022 Q2	$1K	Sell	53 -87	-62%	-$1.3K	﹤0.01%	625
2022 Q1	$2K	Buy	+140	New	+$2.32K	﹤0.01%	642
2021 Q3	–	Sell	-286	Closed	-$8K	–	644
2021 Q2	$8K	Buy	+286	New	+$7.86K	﹤0.01%	498
2021 Q1	–	Sell	-178	Closed	-$5K	–	790
2020 Q4	$5K	Buy	+178	New	+$5.26K	﹤0.01%	498

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

Jones Financial Companies's CLVT Position: Q2 2026 in Review

Jones Financial Companies reduced its Clarivate (CLVT) stake by 65% in Q2 2026, selling an estimated $8.61K and leaving 1,898 shares worth $4.04K. The position accounts for ﹤0.01% of the portfolio, ranked #4189.

Jones Financial Companies first reported a position in CLVT in Q4 2020 and has held it in 10 quarters since. The position peaked at $12.8K in Q1 2026. 242 funds tracked by Wall St. Rank hold CLVT as of Q2 2026.

Jones Financial Companies held 1,898 shares of Clarivate worth $4.04K as of Q2 2026.
Jones Financial Companies sold 3,521 Clarivate shares in Q2 2026, an estimated $8.61K.
Clarivate made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #4189 holding.
Jones Financial Companies first reported a position in Clarivate in Q4 2020 and has held it in 10 quarters since.
Jones Financial Companies's Clarivate position peaked at $12.8K in Q1 2026.
242 funds tracked by Wall St. Rank held Clarivate as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.