Carson Wealth (CWM LLC)
CWAN

Carson Wealth (CWM LLC)’s Clearwater Analytics CWAN Stock Holding History

Carson Wealth (CWM LLC)’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 		$479K Buy
20,255
+2,978
+17% +$70.5K ﹤0.01% 2049
2025
Q4 		$417K Buy
17,277
+7,882
+84% +$158K ﹤0.01% 2033
2025
Q3 		$169K Buy
9,395
+6,328
+206% +$128K ﹤0.01% 2569
2025
Q2 		$67K Sell
3,067
-4
-0.1% -$92 ﹤0.01% 3038
2025
Q1 		$82K Buy
3,071
+2,694
+715% +$75.6K ﹤0.01% 2586
2024
Q4 		$10K Buy
377
+170
+82% +$4.82K ﹤0.01% 3851
2024
Q3 		$5K Sell
207
-290
-58% -$6.52K ﹤0.01% 4079
2024
Q2 		$9K Sell
497
-78
-14% -$1.41K ﹤0.01% 3593
2024
Q1 		$10K Buy
575
+129
+29% +$2.4K ﹤0.01% 3318
2023
Q4 		$9K Hold
446
– – ﹤0.01% 3231
2023
Q3 		$9K Sell
446
-26
-6% -$459 ﹤0.01% 3182
2023
Q2 		$7K Hold
472
– – ﹤0.01% 3267
2023
Q1 		$8K Sell
472
-112
-19% -$1.96K ﹤0.01% 3066
2022
Q4 		$11K Buy
584
+138
+31% +$2.39K ﹤0.01% 2741
2022
Q3 		$7K Hold
446
– – ﹤0.01% 2885
2022
Q2 		$5K Buy
+446
New +$7.21K ﹤0.01% 2951
2022
Q1 		– Sell
-446
Closed -$10K – 3571
2021
Q4 		$10K Buy
+446
New +$10.1K ﹤0.01% 2342

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

Carson Wealth (CWM LLC)'s CWAN Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Clearwater Analytics (CWAN) stake by 17% in Q1 2026, buying an estimated $70.5K and bringing the position to 20,255 shares worth $479K. The position accounts for ﹤0.01% of the portfolio, ranked #2049.

Carson Wealth (CWM LLC) first reported a position in CWAN in Q4 2021 and has held it in 17 quarters since. 329 funds tracked by Wall St. Rank hold CWAN as of Q1 2026.

  • Carson Wealth (CWM LLC) held 20,255 shares of Clearwater Analytics worth $479K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 2,978 Clearwater Analytics shares in Q1 2026, an estimated $70.5K.
  • Clearwater Analytics made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2049 holding.
  • Carson Wealth (CWM LLC) first reported a position in Clearwater Analytics in Q4 2021 and has held it in 17 quarters since.
  • 329 funds tracked by Wall St. Rank held Clearwater Analytics as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.