CIC
CWAN

Chase Investment Counsel’s Clearwater Analytics CWAN Stock Holding History

Chase Investment Counsel’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
-248,690
Closed -$5.88M – 146
2026
Q1 		$5.88M Buy
248,690
+11,158
+5% +$264K 1.54% 21
2025
Q4 		$5.73M Buy
+237,532
New +$4.76M 1.6% 21

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

Chase Investment Counsel's CWAN Position: Q2 2026 in Review

Chase Investment Counsel sold out of Clearwater Analytics (CWAN) in Q2 2026, closing a stake of 248,690 shares — an estimated $5.88M sold.

Chase Investment Counsel first reported a position in CWAN in Q4 2025 and held it in 2 quarters. The position peaked at $5.88M in Q1 2026. 4 funds tracked by Wall St. Rank hold CWAN as of Q2 2026.

  • Chase Investment Counsel reported no remaining Clearwater Analytics position as of Q2 2026 after selling out during the quarter.
  • Chase Investment Counsel sold 248,690 Clearwater Analytics shares in Q2 2026, an estimated $5.88M.
  • Chase Investment Counsel first reported a position in Clearwater Analytics in Q4 2025 and held it in 2 quarters.
  • Chase Investment Counsel's Clearwater Analytics position peaked at $5.88M in Q1 2026.
  • 4 funds tracked by Wall St. Rank held Clearwater Analytics as of Q2 2026.

Based on Chase Investment Counsel's 13F filing for Q2 2026, filed 6 Aug 2026.