BIA
CWAN

Bell Investment Advisors’s Clearwater Analytics CWAN Stock Holding History

Bell Investment Advisors’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
-25
Closed -$592 – 1842
2026
Q1 		$592 Hold
25
– – ﹤0.01% 1686
2025
Q4 		$603 Sell
25
-5
-17% -$100 ﹤0.01% 1681
2025
Q3 		$541 Sell
30
-22
-42% -$446 ﹤0.01% 1736
2025
Q2 		$1.14K Buy
52
+22
+73% +$506 ﹤0.01% 1550
2025
Q1 		$804 Hold
30
– – ﹤0.01% 1622
2024
Q4 		$826 Hold
30
– – ﹤0.01% 1635
2024
Q3 		$758 Hold
30
– – ﹤0.01% 1674
2024
Q2 		$556 Buy
+30
New +$541 ﹤0.01% 1778

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

Bell Investment Advisors's CWAN Position: Q2 2026 in Review

Bell Investment Advisors sold out of Clearwater Analytics (CWAN) in Q2 2026, closing a stake of 25 shares — an estimated $592 sold.

Bell Investment Advisors first reported a position in CWAN in Q2 2024 and held it in 8 quarters. The position peaked at $1.14K in Q2 2025. 4 funds tracked by Wall St. Rank hold CWAN as of Q2 2026.

  • Bell Investment Advisors reported no remaining Clearwater Analytics position as of Q2 2026 after selling out during the quarter.
  • Bell Investment Advisors sold 25 Clearwater Analytics shares in Q2 2026, an estimated $592.
  • Bell Investment Advisors first reported a position in Clearwater Analytics in Q2 2024 and held it in 8 quarters.
  • Bell Investment Advisors's Clearwater Analytics position peaked at $1.14K in Q2 2025.
  • 4 funds tracked by Wall St. Rank held Clearwater Analytics as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.