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SHP Wealth Management’s Clarivate CLVT Stock Holding History

SHP 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
Q2 		$415 Sell
192
-61
-24% -$149 ﹤0.01% 1773
2026
Q1 		$640 Buy
253
+61
+32% +$156 ﹤0.01% 1572
2025
Q4 		$641 Buy
+192
New +$683 ﹤0.01% 1330

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

SHP Wealth Management's CLVT Position: Q2 2026 in Review

SHP Wealth Management reduced its Clarivate (CLVT) stake by 24% in Q2 2026, selling an estimated $149 and leaving 192 shares worth $415. The position accounts for ﹤0.01% of the portfolio, ranked #1773.

SHP Wealth Management first reported a position in CLVT in Q4 2025 and has held it in 3 quarters since. The position peaked at $641 in Q4 2025. 242 funds tracked by Wall St. Rank hold CLVT as of Q2 2026.

  • SHP Wealth Management held 192 shares of Clarivate worth $415 as of Q2 2026.
  • SHP Wealth Management sold 61 Clarivate shares in Q2 2026, an estimated $149.
  • Clarivate made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1773 holding.
  • SHP Wealth Management first reported a position in Clarivate in Q4 2025 and has held it in 3 quarters since.
  • SHP Wealth Management's Clarivate position peaked at $641 in Q4 2025.
  • 242 funds tracked by Wall St. Rank held Clarivate as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.