Plante Moran Financial Advisors’s Core Laboratories CLB Stock Holding History

Plante Moran Financial Advisors’s Portfolio CLB Stock Details CLB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$47	Buy	+4	New	+$57	﹤0.01%	1580
2018 Q3	–	Sell	-6	Closed	-$1K	–	768
2018 Q2	$1K	Sell	6 -7	-54%	-$852	﹤0.01%	754
2018 Q1	$1K	Buy	13 +4	+44%	+$443	﹤0.01%	886
2017 Q4	$1K	Hold	9	–	–	﹤0.01%	820
2017 Q3	$1K	Buy	9 +4	+80%	+$388	﹤0.01%	758
2017 Q2	$1K	Hold	5	–	–	﹤0.01%	777
2017 Q1	$1K	Buy	+5	New	+$581	﹤0.01%	821

Other funds holding CLB

Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

DGI

Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

CAMG

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Plante Moran Financial Advisors's CLB Position: Q2 2026 in Review

Plante Moran Financial Advisors opened a new position in Core Laboratories (CLB) in Q2 2026: 4 shares worth $47. The stake represents ﹤0.01% of the portfolio and ranks #1580 among its holdings. This is a return to the name: Plante Moran Financial Advisors previously reported a position in CLB as recently as Q2 2018.

Plante Moran Financial Advisors first reported a position in CLB in Q1 2017 and has held it in 7 quarters since. The position peaked at $1K in Q2 2018. 186 funds tracked by Wall St. Rank hold CLB as of Q2 2026.

Plante Moran Financial Advisors held 4 shares of Core Laboratories worth $47 as of Q2 2026.
Core Laboratories was a new Plante Moran Financial Advisors position in Q2 2026.
Core Laboratories made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #1580 holding.
Plante Moran Financial Advisors first reported a position in Core Laboratories in Q1 2017 and has held it in 7 quarters since.
Plante Moran Financial Advisors's Core Laboratories position peaked at $1K in Q2 2018.
186 funds tracked by Wall St. Rank held Core Laboratories as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.