CCWM
CWAN

Cassaday & Co Wealth Management’s Clearwater Analytics CWAN Stock Holding History

Cassaday & Co 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
2026
Q2 		– Sell
-3
Closed -$71 – 1334
2026
Q1 		$71 Buy
+3
New +$71 ﹤0.01% 1338

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

Cassaday & Co Wealth Management's CWAN Position: Q2 2026 in Review

Cassaday & Co Wealth Management sold out of Clearwater Analytics (CWAN) in Q2 2026, closing a stake of 3 shares — an estimated $71 sold.

Cassaday & Co Wealth Management first reported a position in CWAN in Q1 2026 and held it in 1 quarter. The position peaked at $71 in Q1 2026. 4 funds tracked by Wall St. Rank hold CWAN as of Q2 2026.

  • Cassaday & Co Wealth Management reported no remaining Clearwater Analytics position as of Q2 2026 after selling out during the quarter.
  • Cassaday & Co Wealth Management sold 3 Clearwater Analytics shares in Q2 2026, an estimated $71.
  • Cassaday & Co Wealth Management first reported a position in Clearwater Analytics in Q1 2026 and held it in 1 quarter.
  • Cassaday & Co Wealth Management's Clearwater Analytics position peaked at $71 in Q1 2026.
  • 4 funds tracked by Wall St. Rank held Clearwater Analytics as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.