AssetMark Inc’s Clearwater Analytics CWAN Stock Holding History

AssetMark Inc’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	-156	Closed	-$3.69K	–	3579
2026 Q1	$3.69K	Sell	156 -5,708	-97%	-$135K	﹤0.01%	2677
2025 Q4	$141K	Sell	5,864 -1,637	-22%	-$32.8K	﹤0.01%	1392
2025 Q3	$135K	Buy	7,501 +4,004	+114%	+$81.2K	﹤0.01%	1353
2025 Q2	$76.7K	Sell	3,497 -242	-6%	-$5.57K	﹤0.01%	1433
2025 Q1	$100K	Sell	3,739 -282	-7%	-$7.92K	﹤0.01%	1278
2024 Q4	$111K	Buy	+4,021	New	+$114K	﹤0.01%	1228

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

AssetMark Inc's CWAN Position: Q2 2026 in Review

AssetMark Inc sold out of Clearwater Analytics (CWAN) in Q2 2026, closing a stake of 156 shares — an estimated $3.69K sold.

AssetMark Inc first reported a position in CWAN in Q4 2024 and held it in 6 quarters. The position peaked at $141K in Q4 2025. 4 funds tracked by Wall St. Rank hold CWAN as of Q2 2026.

AssetMark Inc reported no remaining Clearwater Analytics position as of Q2 2026 after selling out during the quarter.
AssetMark Inc sold 156 Clearwater Analytics shares in Q2 2026, an estimated $3.69K.
AssetMark Inc first reported a position in Clearwater Analytics in Q4 2024 and held it in 6 quarters.
AssetMark Inc's Clearwater Analytics position peaked at $141K in Q4 2025.
4 funds tracked by Wall St. Rank held Clearwater Analytics as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.