AWM
CWAN

Apollon Wealth Management’s Clearwater Analytics CWAN Stock Holding History

Apollon Wealth 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
2025
Q3 		– Sell
-12,121
Closed -$266K – 1331
2025
Q2 		$266K Sell
12,121
-220
-2% -$5.06K 0.01% 1057
2025
Q1 		$331K Buy
12,341
+459
+4% +$12.9K 0.01% 926
2024
Q4 		$327K Buy
11,882
+133
+1% +$3.77K 0.01% 906
2024
Q3 		$297K Sell
11,749
-143
-1% -$3.22K 0.01% 912
2024
Q2 		$220K Sell
11,892
-148
-1% -$2.67K 0.01% 987
2024
Q1 		$213K Sell
12,040
-1,630
-12% -$30.3K 0.01% 1019
2023
Q4 		$274K Buy
+13,670
New +$269K 0.01% 876

Other funds holding CWAN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Apollon Wealth Management's CWAN Position: Q3 2025 in Review

Apollon Wealth Management sold out of Clearwater Analytics (CWAN) in Q3 2025, closing a stake of 12,121 shares — an estimated $266K sold.

Apollon Wealth Management first reported a position in CWAN in Q4 2023 and held it in 7 quarters. The position peaked at $331K in Q1 2025. 329 funds tracked by Wall St. Rank hold CWAN as of Q3 2025.

  • Apollon Wealth Management reported no remaining Clearwater Analytics position as of Q3 2025 after selling out during the quarter.
  • Apollon Wealth Management sold 12,121 Clearwater Analytics shares in Q3 2025, an estimated $266K.
  • Apollon Wealth Management first reported a position in Clearwater Analytics in Q4 2023 and held it in 7 quarters.
  • Apollon Wealth Management's Clearwater Analytics position peaked at $331K in Q1 2025.
  • 329 funds tracked by Wall St. Rank held Clearwater Analytics as of Q3 2025.

Based on Apollon Wealth Management's 13F filing for Q3 2025, filed 17 Oct 2025.