AWAU
CWAN

Alliance Wealth Advisors (Utah)’s Clearwater Analytics CWAN Stock Holding History

Alliance Wealth Advisors (Utah)’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
Q1 		– Sell
-22,394
Closed -$540K – 235
2025
Q4 		$540K Sell
22,394
-8,697
-28% -$174K 0.12% 163
2025
Q3 		$560K Buy
31,091
+2,008
+7% +$40.7K 0.13% 165
2025
Q2 		$638K Buy
29,083
+6,657
+30% +$153K 0.15% 134
2025
Q1 		$601K Buy
+22,426
New +$629K 0.16% 141

Other funds holding CWAN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $10.2B AUM 67.73% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
GCL
Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return

Alliance Wealth Advisors (Utah)'s CWAN Position: Q1 2026 in Review

Alliance Wealth Advisors (Utah) sold out of Clearwater Analytics (CWAN) in Q1 2026, closing a stake of 22,394 shares — an estimated $540K sold.

Alliance Wealth Advisors (Utah) first reported a position in CWAN in Q1 2025 and held it in 4 quarters. The position peaked at $638K in Q2 2025. 329 funds tracked by Wall St. Rank hold CWAN as of Q1 2026.

  • Alliance Wealth Advisors (Utah) reported no remaining Clearwater Analytics position as of Q1 2026 after selling out during the quarter.
  • Alliance Wealth Advisors (Utah) sold 22,394 Clearwater Analytics shares in Q1 2026, an estimated $540K.
  • Alliance Wealth Advisors (Utah) first reported a position in Clearwater Analytics in Q1 2025 and held it in 4 quarters.
  • Alliance Wealth Advisors (Utah)'s Clearwater Analytics position peaked at $638K in Q2 2025.
  • 329 funds tracked by Wall St. Rank held Clearwater Analytics as of Q1 2026.

Based on Alliance Wealth Advisors (Utah)'s 13F filing for Q1 2026, filed 12 May 2026.