Corient Private Wealth
CWAN

Corient Private Wealth’s Clearwater Analytics CWAN Stock Holding History

Corient Private Wealth’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
2025
Q3 		– Sell
-29,540
Closed -$648K – 2585
2025
Q2 		$648K Sell
29,540
-22,707
-43% -$522K ﹤0.01% 1569
2025
Q1 		$1.4M Sell
52,247
-15,600
-23% -$438K ﹤0.01% 1133
2024
Q4 		$1.87M Sell
67,847
-5,038
-7% -$143K ﹤0.01% 1032
2024
Q3 		$1.84M Buy
72,885
+32,211
+79% +$724K ﹤0.01% 1138
2024
Q2 		$753K Buy
40,674
+2,345
+6% +$42.3K ﹤0.01% 1448
2024
Q1 		$678K Buy
38,329
+7,025
+22% +$131K ﹤0.01% 1474
2023
Q4 		$627K Buy
+31,304
New +$617K ﹤0.01% 1491

Other funds holding CWAN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Corient Private Wealth's CWAN Position: Q3 2025 in Review

Corient Private Wealth sold out of Clearwater Analytics (CWAN) in Q3 2025, closing a stake of 29,540 shares — an estimated $648K sold.

Corient Private Wealth first reported a position in CWAN in Q4 2023 and held it in 7 quarters. The position peaked at $1.87M in Q4 2024. 329 funds tracked by Wall St. Rank hold CWAN as of Q3 2025.

  • Corient Private Wealth reported no remaining Clearwater Analytics position as of Q3 2025 after selling out during the quarter.
  • Corient Private Wealth sold 29,540 Clearwater Analytics shares in Q3 2025, an estimated $648K.
  • Corient Private Wealth first reported a position in Clearwater Analytics in Q4 2023 and held it in 7 quarters.
  • Corient Private Wealth's Clearwater Analytics position peaked at $1.87M in Q4 2024.
  • 329 funds tracked by Wall St. Rank held Clearwater Analytics as of Q3 2025.

Based on Corient Private Wealth's 13F filing for Q3 2025, filed 14 Nov 2025.