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Wealth Preservation Advisors’s Clarus CLAR Stock Holding History

Wealth Preservation Advisors’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 		– Sell
-502
Closed -$1.36K – 245
2026
Q1 		$1.36K Hold
502
– – ﹤0.01% 645
2025
Q4 		$1.68K Hold
502
– – ﹤0.01% 538
2025
Q3 		$1.76K Hold
502
– – ﹤0.01% 511
2025
Q2 		$1.74K Hold
502
– – ﹤0.01% 505
2025
Q1 		$1.88K Buy
+502
New +$2.25K ﹤0.01% 479

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

Wealth Preservation Advisors's CLAR Position: Q2 2026 in Review

Wealth Preservation Advisors sold out of Clarus (CLAR) in Q2 2026, closing a stake of 502 shares — an estimated $1.36K sold.

Wealth Preservation Advisors first reported a position in CLAR in Q1 2025 and held it in 5 quarters. The position peaked at $1.88K in Q1 2025. 87 funds tracked by Wall St. Rank hold CLAR as of Q2 2026.

  • Wealth Preservation Advisors reported no remaining Clarus position as of Q2 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 502 Clarus shares in Q2 2026, an estimated $1.36K.
  • Wealth Preservation Advisors first reported a position in Clarus in Q1 2025 and held it in 5 quarters.
  • Wealth Preservation Advisors's Clarus position peaked at $1.88K in Q1 2025.
  • 87 funds tracked by Wall St. Rank held Clarus as of Q2 2026.

Based on Wealth Preservation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.