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True Wealth Design’s Clarus CLAR Stock Holding History

True Wealth Design’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 		$369 Buy
117
+115
+5,750% +$331 ﹤0.01% 2305
2026
Q1 		$6 Sell
2
-2
-50% -$7 ﹤0.01% 2685
2025
Q4 		$14 Sell
4
-10
-71% -$34 ﹤0.01% 2503
2025
Q3 		$49 Sell
14
-45
-76% -$163 ﹤0.01% 2575
2025
Q2 		$205 Sell
59
-139
-70% -$471 ﹤0.01% 2063
2025
Q1 		$743 Sell
198
-58
-23% -$260 ﹤0.01% 1388
2024
Q4 		$1.16K Buy
+256
New +$1.15K ﹤0.01% 892

Other funds holding CLAR

GF
Greenhouse Funds Baltimore, Maryland $1.96B AUM 36.47% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
PL
Parthenon LLC Louisville, Kentucky $962M AUM 27.46% 1-Year Est. Return
PCM
Potomac Capital Management New York $147M AUM
Marshall Wace
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
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

True Wealth Design's CLAR Position: Q2 2026 in Review

True Wealth Design increased its Clarus (CLAR) stake by 5,750% in Q2 2026, buying an estimated $331 and bringing the position to 117 shares worth $369. The position accounts for ﹤0.01% of the portfolio, ranked #2305.

True Wealth Design first reported a position in CLAR in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.16K in Q4 2024. 88 funds tracked by Wall St. Rank hold CLAR as of Q2 2026.

  • True Wealth Design held 117 shares of Clarus worth $369 as of Q2 2026.
  • True Wealth Design bought 115 Clarus shares in Q2 2026, an estimated $331.
  • Clarus made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2305 holding.
  • True Wealth Design first reported a position in Clarus in Q4 2024 and has held it in 7 quarters since.
  • True Wealth Design's Clarus position peaked at $1.16K in Q4 2024.
  • 88 funds tracked by Wall St. Rank held Clarus as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.