CPG
CWAN

Cornerstone Planning Group’s Clearwater Analytics CWAN Stock Holding History

Cornerstone Planning Group’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
Closed -$218 – 1890
2026
Q1 		$218 Buy
+9
New +$213 ﹤0.01% 1772

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

Cornerstone Planning Group's CWAN Position: Q2 2026 in Review

Cornerstone Planning Group sold out of Clearwater Analytics (CWAN) in Q2 2026, closing a stake of 9 shares — an estimated $218 sold.

Cornerstone Planning Group first reported a position in CWAN in Q1 2026 and held it in 1 quarter. The position peaked at $218 in Q1 2026. 4 funds tracked by Wall St. Rank hold CWAN as of Q2 2026.

  • Cornerstone Planning Group reported no remaining Clearwater Analytics position as of Q2 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 9 Clearwater Analytics shares in Q2 2026, an estimated $218.
  • Cornerstone Planning Group first reported a position in Clearwater Analytics in Q1 2026 and held it in 1 quarter.
  • Cornerstone Planning Group's Clearwater Analytics position peaked at $218 in Q1 2026.
  • 4 funds tracked by Wall St. Rank held Clearwater Analytics as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.