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Sequoia Financial Advisors’s Clarivate CLVT Stock Holding History

Sequoia Financial Advisors’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 		$194K Sell
90,009
-48,722
-35% -$119K ﹤0.01% 1994
2026
Q1 		$351K Buy
138,731
+108,168
+354% +$277K ﹤0.01% 1471
2025
Q4 		$102K Buy
30,563
+13,161
+76% +$46.8K ﹤0.01% 1873
2025
Q3 		$66.7K Buy
+17,402
New +$73.1K ﹤0.01% 1707

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

Sequoia Financial Advisors's CLVT Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its Clarivate (CLVT) stake by 35% in Q2 2026, selling an estimated $119K and leaving 90,009 shares worth $194K. The position accounts for ﹤0.01% of the portfolio, ranked #1994.

Sequoia Financial Advisors first reported a position in CLVT in Q3 2025 and has held it in 4 quarters since. The position peaked at $351K in Q1 2026. 242 funds tracked by Wall St. Rank hold CLVT as of Q2 2026.

  • Sequoia Financial Advisors held 90,009 shares of Clarivate worth $194K as of Q2 2026.
  • Sequoia Financial Advisors sold 48,722 Clarivate shares in Q2 2026, an estimated $119K.
  • Clarivate made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1994 holding.
  • Sequoia Financial Advisors first reported a position in Clarivate in Q3 2025 and has held it in 4 quarters since.
  • Sequoia Financial Advisors's Clarivate position peaked at $351K in Q1 2026.
  • 242 funds tracked by Wall St. Rank held Clarivate as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.