UBS AM’s Clarus CLAR Stock Holding History

UBS AM’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	$394	Hold	125	–	–	﹤0.01%	3672
2026 Q1	$340	Buy	+125	New	+$410	﹤0.01%	3745
2023 Q4	–	Sell	-13,754	Closed	-$104K	–	2557
2023 Q3	$104K	Hold	13,754	–	–	﹤0.01%	2563
2023 Q2	$130K	Hold	13,754	–	–	﹤0.01%	2617
2023 Q1	$130K	Sell	13,754 -18,108	-57%	-$170K	﹤0.01%	2617
2022 Q4	$250K	Sell	31,862 -23,962	-43%	-$233K	﹤0.01%	2386
2022 Q3	$752K	Buy	55,824 +19,362	+53%	+$377K	﹤0.01%	2132
2022 Q2	$692K	Buy	36,462 +21,308	+141%	+$445K	﹤0.01%	2152
2022 Q1	$345K	Buy	+15,154	New	+$351K	﹤0.01%	2562

Other funds holding CLAR

Greenhouse Funds Baltimore, Maryland $1.96B AUM 36.47% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Parthenon LLC Louisville, Kentucky $962M AUM 27.46% 1-Year Est. Return

PCM

Potomac Capital Management New York $147M AUM

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

UBS AM's CLAR Position: Q2 2026 in Review

UBS AM held its Clarus (CLAR) position steady in Q2 2026 at 125 shares worth $394. The position accounts for ﹤0.01% of the portfolio, ranked #3672.

UBS AM first reported a position in CLAR in Q1 2022 and has held it in 9 quarters since. The position peaked at $752K in Q3 2022. 88 funds tracked by Wall St. Rank hold CLAR as of Q2 2026.

UBS AM held 125 shares of Clarus worth $394 as of Q2 2026.
UBS AM left its Clarus share count unchanged in Q2 2026.
Clarus made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #3672 holding.
UBS AM first reported a position in Clarus in Q1 2022 and has held it in 9 quarters since.
UBS AM's Clarus position peaked at $752K in Q3 2022.
88 funds tracked by Wall St. Rank held Clarus as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.