MAM
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Marquette Asset Management’s Clarus CLAR Stock Holding History

Marquette Asset Management’s Portfolio CLAR Stock Details CLAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$92.3K Buy
+29,286
New +$84.3K 0.01% 136
2025
Q1 		– Sell
-68,896
Closed -$311K – 160
2024
Q4 		$311K Hold
68,896
– – 0.05% 60
2024
Q3 		$310K Buy
+68,896
New +$347K 0.05% 67
2017
Q3 		– Sell
-25,236
Closed -$167K – 84
2017
Q2 		$167K Buy
25,236
+2,186
+9% +$12.8K 0.07% 78
2017
Q1 		$125K Buy
+23,050
New +$129K 0.05% 83

Other funds holding CLAR

BIG
Builder Investment Group Atlanta, Georgia $505M AUM 31.7% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Marquette Asset Management's CLAR Position: Q2 2026 in Review

Marquette Asset Management opened a new position in Clarus (CLAR) in Q2 2026: 29,286 shares worth $92.3K. The stake represents 0.01% of the portfolio and ranks #136 among its holdings. This is a return to the name: Marquette Asset Management previously reported a position in CLAR as recently as Q4 2024.

Marquette Asset Management first reported a position in CLAR in Q1 2017 and has held it in 5 quarters since. The position peaked at $311K in Q4 2024. 8 funds tracked by Wall St. Rank hold CLAR as of Q2 2026.

  • Marquette Asset Management held 29,286 shares of Clarus worth $92.3K as of Q2 2026.
  • Clarus was a new Marquette Asset Management position in Q2 2026.
  • Clarus made up 0.01% of Marquette Asset Management's portfolio in Q2 2026, its #136 holding.
  • Marquette Asset Management first reported a position in Clarus in Q1 2017 and has held it in 5 quarters since.
  • Marquette Asset Management's Clarus position peaked at $311K in Q4 2024.
  • 8 funds tracked by Wall St. Rank held Clarus as of Q2 2026.

Based on Marquette Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.