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Private Wealth Management Group’s Clarivate CLVT Stock Holding History

Private Wealth Management Group’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
-288
Closed -$729 – 1464
2026
Q1 		$729 Buy
+288
New +$737 ﹤0.01% 1303
2025
Q2 		– Sell
-1,248
Closed -$4.91K – 1518
2025
Q1 		$4.91K Buy
+1,248
New +$5.91K ﹤0.01% 734
2024
Q4 		– Sell
-351
Closed -$2.49K – 1522
2024
Q3 		$2.49K Buy
351
+97
+38% +$619 ﹤0.01% 984
2024
Q2 		$1.45K Buy
254
+130
+105% +$829 ﹤0.01% 1166
2024
Q1 		$922 Sell
124
-123
-50% -$1.03K ﹤0.01% 1289
2023
Q4 		$2.29K Buy
+247
New +$1.82K ﹤0.01% 929

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

Private Wealth Management Group's CLVT Position: Q2 2026 in Review

Private Wealth Management Group sold out of Clarivate (CLVT) in Q2 2026, closing a stake of 288 shares — an estimated $729 sold.

Private Wealth Management Group first reported a position in CLVT in Q4 2023 and held it in 6 quarters. The position peaked at $4.91K in Q1 2025. 242 funds tracked by Wall St. Rank hold CLVT as of Q2 2026.

  • Private Wealth Management Group reported no remaining Clarivate position as of Q2 2026 after selling out during the quarter.
  • Private Wealth Management Group sold 288 Clarivate shares in Q2 2026, an estimated $729.
  • Private Wealth Management Group first reported a position in Clarivate in Q4 2023 and held it in 6 quarters.
  • Private Wealth Management Group's Clarivate position peaked at $4.91K in Q1 2025.
  • 242 funds tracked by Wall St. Rank held Clarivate as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.