CA
CWAN

Clearstead Advisors’s Clearwater Analytics CWAN Stock Holding History

Clearstead 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
Q1 		– Sell
-252
Closed -$6.08K – 2394
2025
Q4 		$6.08K Sell
252
-420
-63% -$8.41K ﹤0.01% 1984
2025
Q3 		$12.1K Sell
672
-622
-48% -$12.6K ﹤0.01% 1857
2025
Q2 		$28.4K Buy
1,294
+423
+49% +$9.73K ﹤0.01% 1480
2025
Q1 		$23.3K Buy
871
+87
+11% +$2.44K ﹤0.01% 1382
2024
Q4 		$21.6K Sell
784
-270
-26% -$7.66K ﹤0.01% 1362
2024
Q3 		$26.6K Buy
1,054
+363
+53% +$8.16K ﹤0.01% 1350
2024
Q2 		$12.8K Buy
+691
New +$12.5K ﹤0.01% 1489

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

Clearstead Advisors's CWAN Position: Q1 2026 in Review

Clearstead Advisors sold out of Clearwater Analytics (CWAN) in Q1 2026, closing a stake of 252 shares — an estimated $6.08K sold.

Clearstead Advisors first reported a position in CWAN in Q2 2024 and held it in 7 quarters. The position peaked at $28.4K in Q2 2025. 329 funds tracked by Wall St. Rank hold CWAN as of Q1 2026.

  • Clearstead Advisors reported no remaining Clearwater Analytics position as of Q1 2026 after selling out during the quarter.
  • Clearstead Advisors sold 252 Clearwater Analytics shares in Q1 2026, an estimated $6.08K.
  • Clearstead Advisors first reported a position in Clearwater Analytics in Q2 2024 and held it in 7 quarters.
  • Clearstead Advisors's Clearwater Analytics position peaked at $28.4K in Q2 2025.
  • 329 funds tracked by Wall St. Rank held Clearwater Analytics as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.