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United Capital Financial Advisors’s Clarivate CLVT Stock Holding History

United Capital Financial 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 		$55.6K Buy
25,719
+3,598
+16% +$8.8K ﹤0.01% 1608
2026
Q1 		$56K Buy
+22,121
New +$56.6K ﹤0.01% 1621

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

United Capital Financial Advisors's CLVT Position: Q2 2026 in Review

United Capital Financial Advisors increased its Clarivate (CLVT) stake by 16% in Q2 2026, buying an estimated $8.8K and bringing the position to 25,719 shares worth $55.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1608.

United Capital Financial Advisors first reported a position in CLVT in Q1 2026 and has held it in 2 quarters since. The position peaked at $56K in Q1 2026. 242 funds tracked by Wall St. Rank hold CLVT as of Q2 2026.

  • United Capital Financial Advisors held 25,719 shares of Clarivate worth $55.6K as of Q2 2026.
  • United Capital Financial Advisors bought 3,598 Clarivate shares in Q2 2026, an estimated $8.8K.
  • Clarivate made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1608 holding.
  • United Capital Financial Advisors first reported a position in Clarivate in Q1 2026 and has held it in 2 quarters since.
  • United Capital Financial Advisors's Clarivate position peaked at $56K in Q1 2026.
  • 242 funds tracked by Wall St. Rank held Clarivate as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.