Advisornet Financial’s Clearwater Analytics CWAN Stock Holding History

Advisornet Financial’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	-20	Closed	-$473	–	2294
2026 Q1	$473	Hold	20	–	–	﹤0.01%	2097
2025 Q4	$482	Buy	+20	New	+$401	﹤0.01%	2096
2025 Q2	–	Sell	-145	Closed	-$3.89K	–	2269
2025 Q1	$3.89K	Buy	+145	New	+$4.07K	﹤0.01%	1659

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

Advisornet Financial's CWAN Position: Q2 2026 in Review

Advisornet Financial sold out of Clearwater Analytics (CWAN) in Q2 2026, closing a stake of 20 shares — an estimated $473 sold.

Advisornet Financial first reported a position in CWAN in Q1 2025 and held it in 3 quarters. The position peaked at $3.89K in Q1 2025. 4 funds tracked by Wall St. Rank hold CWAN as of Q2 2026.

Advisornet Financial reported no remaining Clearwater Analytics position as of Q2 2026 after selling out during the quarter.
Advisornet Financial sold 20 Clearwater Analytics shares in Q2 2026, an estimated $473.
Advisornet Financial first reported a position in Clearwater Analytics in Q1 2025 and held it in 3 quarters.
Advisornet Financial's Clearwater Analytics position peaked at $3.89K in Q1 2025.
4 funds tracked by Wall St. Rank held Clearwater Analytics as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.