Root Financial Partners’s Clarus CLAR Stock Holding History

Root Financial Partners’s Portfolio CLAR Stock Details CLAR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-27	Closed	-$73	–	941
2026 Q1	$73	Buy	+27	New	+$89	﹤0.01%	3332

Other funds holding CLAR

Greenhouse Funds Baltimore, Maryland $1.96B AUM 36.47% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Parthenon LLC Louisville, Kentucky $962M AUM 27.46% 1-Year Est. Return

PCM

Potomac Capital Management New York $147M AUM

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

CEI

Clark Estates Inc New York $434M AUM 15% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Root Financial Partners's CLAR Position: Q2 2026 in Review

Root Financial Partners sold out of Clarus (CLAR) in Q2 2026, closing a stake of 27 shares — an estimated $73 sold.

Root Financial Partners first reported a position in CLAR in Q1 2026 and held it in 1 quarter. The position peaked at $73 in Q1 2026. 87 funds tracked by Wall St. Rank hold CLAR as of Q2 2026.

Root Financial Partners reported no remaining Clarus position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 27 Clarus shares in Q2 2026, an estimated $73.
Root Financial Partners first reported a position in Clarus in Q1 2026 and held it in 1 quarter.
Root Financial Partners's Clarus position peaked at $73 in Q1 2026.
87 funds tracked by Wall St. Rank held Clarus as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.