PWPS
CLVT icon

Pinnacle Wealth Planning Services’s Clarivate CLVT Stock Holding History

Pinnacle Wealth Planning Services’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 		$151 Hold
70
– – ﹤0.01% 2721
2026
Q1 		$177 Buy
70
+15
+27% +$38 ﹤0.01% 2694
2025
Q4 		$184 Buy
+55
New +$196 ﹤0.01% 2715

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

Pinnacle Wealth Planning Services's CLVT Position: Q2 2026 in Review

Pinnacle Wealth Planning Services held its Clarivate (CLVT) position steady in Q2 2026 at 70 shares worth $151. The position accounts for ﹤0.01% of the portfolio, ranked #2721.

Pinnacle Wealth Planning Services first reported a position in CLVT in Q4 2025 and has held it in 3 quarters since. The position peaked at $184 in Q4 2025. 242 funds tracked by Wall St. Rank hold CLVT as of Q2 2026.

  • Pinnacle Wealth Planning Services held 70 shares of Clarivate worth $151 as of Q2 2026.
  • Pinnacle Wealth Planning Services left its Clarivate share count unchanged in Q2 2026.
  • Clarivate made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2721 holding.
  • Pinnacle Wealth Planning Services first reported a position in Clarivate in Q4 2025 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's Clarivate position peaked at $184 in Q4 2025.
  • 242 funds tracked by Wall St. Rank held Clarivate as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.