Cetera Investment Advisers
CWAN

Cetera Investment Advisers’s Clearwater Analytics CWAN Stock Holding History

Cetera Investment Advisers’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
-9,600
Closed -$227K – 5051
2026
Q1 		$227K Sell
9,600
-58,241
-86% -$1.38M ﹤0.01% 4196
2025
Q4 		$1.64M Sell
67,841
-3,169
-4% -$63.5K ﹤0.01% 2393
2025
Q3 		$1.28M Buy
71,010
+24,526
+53% +$497K ﹤0.01% 2555
2025
Q2 		$1.02M Buy
46,484
+31,061
+201% +$715K ﹤0.01% 2357
2025
Q1 		$413K Buy
15,423
+1,180
+8% +$33.1K ﹤0.01% 3004
2024
Q4 		$392K Buy
14,243
+5,379
+61% +$153K ﹤0.01% 2892
2024
Q3 		$224K Buy
+8,864
New +$199K ﹤0.01% 3301
2024
Q2 		– Sell
-11,118
Closed -$197K – 3754
2024
Q1 		$197K Buy
+11,118
New +$207K ﹤0.01% 3361

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

Cetera Investment Advisers's CWAN Position: Q2 2026 in Review

Cetera Investment Advisers sold out of Clearwater Analytics (CWAN) in Q2 2026, closing a stake of 9,600 shares — an estimated $227K sold.

Cetera Investment Advisers first reported a position in CWAN in Q1 2024 and held it in 8 quarters. The position peaked at $1.64M in Q4 2025. 4 funds tracked by Wall St. Rank hold CWAN as of Q2 2026.

  • Cetera Investment Advisers reported no remaining Clearwater Analytics position as of Q2 2026 after selling out during the quarter.
  • Cetera Investment Advisers sold 9,600 Clearwater Analytics shares in Q2 2026, an estimated $227K.
  • Cetera Investment Advisers first reported a position in Clearwater Analytics in Q1 2024 and held it in 8 quarters.
  • Cetera Investment Advisers's Clearwater Analytics position peaked at $1.64M in Q4 2025.
  • 4 funds tracked by Wall St. Rank held Clearwater Analytics as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.