ACA
CWAN

American Capital Advisory’s Clearwater Analytics CWAN Stock Holding History

American Capital Advisory’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
-15
Closed -$355 – 1181
2026
Q1 		$355 Buy
+15
New +$355 ﹤0.01% 930

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

American Capital Advisory's CWAN Position: Q2 2026 in Review

American Capital Advisory sold out of Clearwater Analytics (CWAN) in Q2 2026, closing a stake of 15 shares — an estimated $355 sold.

American Capital Advisory first reported a position in CWAN in Q1 2026 and held it in 1 quarter. The position peaked at $355 in Q1 2026. 4 funds tracked by Wall St. Rank hold CWAN as of Q2 2026.

  • American Capital Advisory reported no remaining Clearwater Analytics position as of Q2 2026 after selling out during the quarter.
  • American Capital Advisory sold 15 Clearwater Analytics shares in Q2 2026, an estimated $355.
  • American Capital Advisory first reported a position in Clearwater Analytics in Q1 2026 and held it in 1 quarter.
  • American Capital Advisory's Clearwater Analytics position peaked at $355 in Q1 2026.
  • 4 funds tracked by Wall St. Rank held Clearwater Analytics as of Q2 2026.

Based on American Capital Advisory's 13F filing for Q2 2026, filed 28 Jul 2026.