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Summit Trail Advisors’s Clarivate CLVT Stock Holding History

Summit Trail 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 		$111K Sell
51,207
-6,311
-11% -$15.4K ﹤0.01% 1444
2026
Q1 		$146K Buy
57,518
+12,318
+27% +$31.5K ﹤0.01% 1391
2025
Q4 		$151K Sell
45,200
-13,299
-23% -$47.3K ﹤0.01% 1278
2025
Q3 		$224K Buy
58,499
+34,273
+141% +$144K ﹤0.01% 1270
2025
Q2 		$104K Buy
+24,226
New +$97.6K ﹤0.01% 1098

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

Summit Trail Advisors's CLVT Position: Q2 2026 in Review

Summit Trail Advisors reduced its Clarivate (CLVT) stake by 11% in Q2 2026, selling an estimated $15.4K and leaving 51,207 shares worth $111K. The position accounts for ﹤0.01% of the portfolio, ranked #1444.

Summit Trail Advisors first reported a position in CLVT in Q2 2025 and has held it in 5 quarters since. The position peaked at $224K in Q3 2025. 243 funds tracked by Wall St. Rank hold CLVT as of Q2 2026.

  • Summit Trail Advisors held 51,207 shares of Clarivate worth $111K as of Q2 2026.
  • Summit Trail Advisors sold 6,311 Clarivate shares in Q2 2026, an estimated $15.4K.
  • Clarivate made up ﹤0.01% of Summit Trail Advisors's portfolio in Q2 2026, its #1444 holding.
  • Summit Trail Advisors first reported a position in Clarivate in Q2 2025 and has held it in 5 quarters since.
  • Summit Trail Advisors's Clarivate position peaked at $224K in Q3 2025.
  • 243 funds tracked by Wall St. Rank held Clarivate as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.