Advisory Services Network’s Clearwater Analytics CWAN Stock Holding History

Advisory Services Network’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	-21	Closed	-$497	–	2715
2026 Q1	$497	Buy	+21	New	+$497	﹤0.01%	4422

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

Advisory Services Network's CWAN Position: Q2 2026 in Review

Advisory Services Network sold out of Clearwater Analytics (CWAN) in Q2 2026, closing a stake of 21 shares — an estimated $497 sold.

Advisory Services Network first reported a position in CWAN in Q1 2026 and held it in 1 quarter. The position peaked at $497 in Q1 2026. 4 funds tracked by Wall St. Rank hold CWAN as of Q2 2026.

Advisory Services Network reported no remaining Clearwater Analytics position as of Q2 2026 after selling out during the quarter.
Advisory Services Network sold 21 Clearwater Analytics shares in Q2 2026, an estimated $497.
Advisory Services Network first reported a position in Clearwater Analytics in Q1 2026 and held it in 1 quarter.
Advisory Services Network's Clearwater Analytics position peaked at $497 in Q1 2026.
4 funds tracked by Wall St. Rank held Clearwater Analytics as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.