Aaron Wealth Advisors’s Clearwater Analytics CWAN Stock Holding History

Aaron Wealth Advisors’s Portfolio CWAN Stock Details CWAN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-52,902	Closed	-$1.25M	–	710
2026 Q1	$1.25M	Buy	52,902 +772	+1%	+$18.3K	0.07%	183
2025 Q4	$1.26M	Buy	52,130 +9,525	+22%	+$191K	0.07%	202
2025 Q3	$768K	Sell	42,605 -2,083	-5%	-$42.2K	0.05%	293
2025 Q2	$980K	Buy	+44,688	New	+$1.03M	0.1%	134

Other funds holding CWAN

GPGA

Grandeur Peak Global Advisors Salt Lake City, Utah $432M AUM 37.48% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Aaron Wealth Advisors's CWAN Position: Q2 2026 in Review

Aaron Wealth Advisors sold out of Clearwater Analytics (CWAN) in Q2 2026, closing a stake of 52,902 shares — an estimated $1.25M sold.

Aaron Wealth Advisors first reported a position in CWAN in Q2 2025 and held it in 4 quarters. The position peaked at $1.26M in Q4 2025. 4 funds tracked by Wall St. Rank hold CWAN as of Q2 2026.

Aaron Wealth Advisors reported no remaining Clearwater Analytics position as of Q2 2026 after selling out during the quarter.
Aaron Wealth Advisors sold 52,902 Clearwater Analytics shares in Q2 2026, an estimated $1.25M.
Aaron Wealth Advisors first reported a position in Clearwater Analytics in Q2 2025 and held it in 4 quarters.
Aaron Wealth Advisors's Clearwater Analytics position peaked at $1.26M in Q4 2025.
4 funds tracked by Wall St. Rank held Clearwater Analytics as of Q2 2026.

Based on Aaron Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.