WANY
CTEV

Wealthspire Advisors (New York)’s Claritev Corp CTEV Stock Holding History

Wealthspire Advisors (New York)’s Portfolio CTEV Stock Details CTEV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-82
Closed -$4.35K – 3046
2025
Q3 		$4.35K Buy
+82
New +$4.53K ﹤0.01% 2375
2021
Q3 		– Sell
-3,783
Closed -$1.44M – 599
2021
Q2 		$1.44M Hold
3,783
– – 0.04% 131
2021
Q1 		$840K Buy
+3,783
New +$1.09M 0.02% 290

Other funds holding CTEV

HFCIV
H&F Corporate Investors VIII San Francisco, California $63.5M AUM 20.79% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
ACM
Arini Captial Management London, United Kingdom $634M AUM
PIF
Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $12B AUM 0.61% 1-Year Est. Return
BPCM
Beach Point Capital Management Santa Monica, California $258M AUM 20.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CP
CPV Partners Stamford, Connecticut $224M AUM 77.2% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Wealthspire Advisors (New York)'s CTEV Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Claritev Corp (CTEV) in Q4 2025, closing a stake of 82 shares — an estimated $4.35K sold.

Wealthspire Advisors (New York) first reported a position in CTEV in Q1 2021 and held it in 3 quarters. The position peaked at $1.44M in Q2 2021. 103 funds tracked by Wall St. Rank hold CTEV as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Claritev Corp position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 82 Claritev Corp shares in Q4 2025, an estimated $4.35K.
  • Wealthspire Advisors (New York) first reported a position in Claritev Corp in Q1 2021 and held it in 3 quarters.
  • Wealthspire Advisors (New York)'s Claritev Corp position peaked at $1.44M in Q2 2021.
  • 103 funds tracked by Wall St. Rank held Claritev Corp as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.