Wealth Enhancement Advisory Services
CLVT icon

Wealth Enhancement Advisory Services’s Clarivate CLVT Stock Holding History

Wealth Enhancement Advisory Services’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 		$135K Buy
60,758
+35,194
+138% +$86K ﹤0.01% 3725
2026
Q1 		$64.7K Buy
25,564
+8,994
+54% +$23K ﹤0.01% 3399
2025
Q4 		$56.2K Buy
16,570
+252
+2% +$896 ﹤0.01% 3527
2025
Q3 		$61.2K Buy
16,318
+705
+5% +$2.96K ﹤0.01% 3402
2025
Q2 		$68.5K Sell
15,613
-10,683
-41% -$43K ﹤0.01% 3191
2025
Q1 		$103K Sell
26,296
-5,871
-18% -$27.8K ﹤0.01% 2756
2024
Q4 		$163K Sell
32,167
-558
-2% -$3.21K ﹤0.01% 2731
2024
Q3 		$232K Sell
32,725
-19,504
-37% -$124K ﹤0.01% 2354
2024
Q2 		$297K Buy
52,229
+8,430
+19% +$53.8K ﹤0.01% 1982
2024
Q1 		$325K Sell
43,799
-8,720
-17% -$72.8K ﹤0.01% 1865
2023
Q4 		$486K Sell
52,519
-4,142
-7% -$30.6K ﹤0.01% 1526
2023
Q3 		$380K Buy
+56,661
New +$452K ﹤0.01% 1595

Other funds holding CLVT

RFG
Range Financial Group Tigard, Oregon $366M AUM 76.17% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Wealth Enhancement Advisory Services's CLVT Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Clarivate (CLVT) stake by 138% in Q2 2026, buying an estimated $86K and bringing the position to 60,758 shares worth $135K. The position accounts for ﹤0.01% of the portfolio, ranked #3725.

Wealth Enhancement Advisory Services first reported a position in CLVT in Q3 2023 and has held it in 12 quarters since. The position peaked at $486K in Q4 2023. 21 funds tracked by Wall St. Rank hold CLVT as of Q2 2026.

  • Wealth Enhancement Advisory Services held 60,758 shares of Clarivate worth $135K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 35,194 Clarivate shares in Q2 2026, an estimated $86K.
  • Clarivate made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3725 holding.
  • Wealth Enhancement Advisory Services first reported a position in Clarivate in Q3 2023 and has held it in 12 quarters since.
  • Wealth Enhancement Advisory Services's Clarivate position peaked at $486K in Q4 2023.
  • 21 funds tracked by Wall St. Rank held Clarivate as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.