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Rialto Wealth Management’s Clarivate CLVT Stock Holding History

Rialto Wealth Management’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
Q1 		– Sell
-50
Closed -$167 – 1741
2025
Q4 		$167 Buy
50
+31
+163% +$110 ﹤0.01% 1559
2025
Q3 		$73 Sell
19
-21
-53% -$88 ﹤0.01% 1655
2025
Q2 		$172 Buy
+40
New +$161 ﹤0.01% 1424

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
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
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 40.89% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.57B AUM 9.46% 1-Year Est. Return

Rialto Wealth Management's CLVT Position: Q1 2026 in Review

Rialto Wealth Management sold out of Clarivate (CLVT) in Q1 2026, closing a stake of 50 shares — an estimated $167 sold.

Rialto Wealth Management first reported a position in CLVT in Q2 2025 and held it in 3 quarters. The position peaked at $172 in Q2 2025. 256 funds tracked by Wall St. Rank hold CLVT as of Q1 2026.

  • Rialto Wealth Management reported no remaining Clarivate position as of Q1 2026 after selling out during the quarter.
  • Rialto Wealth Management sold 50 Clarivate shares in Q1 2026, an estimated $167.
  • Rialto Wealth Management first reported a position in Clarivate in Q2 2025 and held it in 3 quarters.
  • Rialto Wealth Management's Clarivate position peaked at $172 in Q2 2025.
  • 256 funds tracked by Wall St. Rank held Clarivate as of Q1 2026.

Based on Rialto Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.