AAM
CWAN

Advisors Asset Management’s Clearwater Analytics CWAN Stock Holding History

Advisors Asset Management’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
-5,874
Closed -$139K – 1433
2026
Q1 		$139K Sell
5,874
-70
-1% -$1.66K ﹤0.01% 1210
2025
Q4 		$143K Buy
5,944
+1,453
+32% +$29.1K ﹤0.01% 1178
2025
Q3 		$80.9K Buy
4,491
+360
+9% +$7.3K ﹤0.01% 1243
2025
Q2 		$90.6K Sell
4,131
-638
-13% -$14.7K ﹤0.01% 1212
2025
Q1 		$128K Buy
4,769
+169
+4% +$4.74K ﹤0.01% 1160
2024
Q4 		$127K Buy
4,600
+1,026
+29% +$29.1K ﹤0.01% 1187
2024
Q3 		$90.2K Buy
3,574
+995
+39% +$22.4K ﹤0.01% 1239
2024
Q2 		$47.8K Buy
2,579
+886
+52% +$16K ﹤0.01% 1306
2024
Q1 		$29.9K Buy
1,693
+1,234
+269% +$22.9K ﹤0.01% 1333
2023
Q4 		$9.19K Buy
+459
New +$9.04K ﹤0.01% 1384

Other funds holding CWAN

GPGA
Grandeur Peak Global Advisors Salt Lake City, Utah $432M AUM 37.48% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
IA
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

Advisors Asset Management's CWAN Position: Q2 2026 in Review

Advisors Asset Management sold out of Clearwater Analytics (CWAN) in Q2 2026, closing a stake of 5,874 shares — an estimated $139K sold.

Advisors Asset Management first reported a position in CWAN in Q4 2023 and held it in 10 quarters. The position peaked at $143K in Q4 2025. 4 funds tracked by Wall St. Rank hold CWAN as of Q2 2026.

  • Advisors Asset Management reported no remaining Clearwater Analytics position as of Q2 2026 after selling out during the quarter.
  • Advisors Asset Management sold 5,874 Clearwater Analytics shares in Q2 2026, an estimated $139K.
  • Advisors Asset Management first reported a position in Clearwater Analytics in Q4 2023 and held it in 10 quarters.
  • Advisors Asset Management's Clearwater Analytics position peaked at $143K in Q4 2025.
  • 4 funds tracked by Wall St. Rank held Clearwater Analytics as of Q2 2026.

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