True Wealth Design’s Clarivate CLVT Stock Holding History

True Wealth Design’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	$389	Buy	+180	New	+$440	﹤0.01%	2287
2026 Q1	–	Sell	-7	Closed	-$24	–	2727
2025 Q4	$24	Buy	+7	New	+$25	﹤0.01%	2472
2025 Q3	–	Sell	-21	Closed	-$91	–	2747
2025 Q2	$91	Sell	21 -29	-58%	-$117	﹤0.01%	2263
2025 Q1	$197	Buy	+50	New	+$237	﹤0.01%	1969
2023 Q1	–	Sell	-4	Closed	-$33	–	865
2022 Q4	$33	Buy	+4	New	+$38	﹤0.01%	787

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 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 Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

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 Miami, Florida $875B AUM 40.91% 1-Year Est. Return

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

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

True Wealth Design opened a new position in Clarivate (CLVT) in Q2 2026: 180 shares worth $389. The stake represents ﹤0.01% of the portfolio and ranks #2287 among its holdings. This is a return to the name: True Wealth Design previously reported a position in CLVT as recently as Q4 2025.

True Wealth Design first reported a position in CLVT in Q4 2022 and has held it in 5 quarters since. 242 funds tracked by Wall St. Rank hold CLVT as of Q2 2026.

True Wealth Design held 180 shares of Clarivate worth $389 as of Q2 2026.
Clarivate was a new True Wealth Design position in Q2 2026.
Clarivate made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2287 holding.
True Wealth Design first reported a position in Clarivate in Q4 2022 and has held it in 5 quarters since.
242 funds tracked by Wall St. Rank held Clarivate as of Q2 2026.

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