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Physician Wealth Advisors’s Clarivate CLVT Stock Holding History

Physician Wealth Advisors’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 		– Sell
-343
Closed -$868 – 2351
2026
Q1 		$868 Buy
+343
New +$878 ﹤0.01% 1758

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
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
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Dimensional Fund Advisors
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
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Physician Wealth Advisors's CLVT Position: Q2 2026 in Review

Physician Wealth Advisors sold out of Clarivate (CLVT) in Q2 2026, closing a stake of 343 shares — an estimated $868 sold.

Physician Wealth Advisors first reported a position in CLVT in Q1 2026 and held it in 1 quarter. The position peaked at $868 in Q1 2026. 242 funds tracked by Wall St. Rank hold CLVT as of Q2 2026.

  • Physician Wealth Advisors reported no remaining Clarivate position as of Q2 2026 after selling out during the quarter.
  • Physician Wealth Advisors sold 343 Clarivate shares in Q2 2026, an estimated $868.
  • Physician Wealth Advisors first reported a position in Clarivate in Q1 2026 and held it in 1 quarter.
  • Physician Wealth Advisors's Clarivate position peaked at $868 in Q1 2026.
  • 242 funds tracked by Wall St. Rank held Clarivate as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.