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Root Financial Partners’s Clarivate CLVT Stock Holding History

Root Financial Partners’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
-148
Closed -$374 – 950
2026
Q1 		$374 Sell
148
-974
-87% -$2.49K ﹤0.01% 2964
2025
Q4 		$3.75K Buy
1,122
+887
+377% +$3.15K ﹤0.01% 1856
2025
Q3 		$900 Buy
+235
New +$987 ﹤0.01% 2076

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 40.89% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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

Root Financial Partners sold out of Clarivate (CLVT) in Q2 2026, closing a stake of 148 shares — an estimated $374 sold.

Root Financial Partners first reported a position in CLVT in Q3 2025 and held it in 3 quarters. The position peaked at $3.75K in Q4 2025. 242 funds tracked by Wall St. Rank hold CLVT as of Q2 2026.

  • Root Financial Partners reported no remaining Clarivate position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 148 Clarivate shares in Q2 2026, an estimated $374.
  • Root Financial Partners first reported a position in Clarivate in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Clarivate position peaked at $3.75K in Q4 2025.
  • 242 funds tracked by Wall St. Rank held Clarivate as of Q2 2026.

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