Creative Planning
CWAN

Creative Planning’s Clearwater Analytics CWAN Stock Holding History

Creative Planning’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
-229,675
Closed -$5.43M – 4331
2026
Q1 		$5.43M Buy
229,675
+33,518
+17% +$793K ﹤0.01% 1136
2025
Q4 		$4.73M Buy
196,157
+147,431
+303% +$2.95M ﹤0.01% 1041
2025
Q3 		$878K Buy
48,726
+26,816
+122% +$544K ﹤0.01% 2228
2025
Q2 		$480K Sell
21,910
-24,861
-53% -$572K ﹤0.01% 2501
2025
Q1 		$1.25M Buy
46,771
+13,450
+40% +$377K ﹤0.01% 1530
2024
Q4 		$917K Buy
33,321
+13,332
+67% +$378K ﹤0.01% 1704
2024
Q3 		$505K Buy
+19,989
New +$450K ﹤0.01% 2103

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

Creative Planning's CWAN Position: Q2 2026 in Review

Creative Planning sold out of Clearwater Analytics (CWAN) in Q2 2026, closing a stake of 229,675 shares — an estimated $5.43M sold.

Creative Planning first reported a position in CWAN in Q3 2024 and held it in 7 quarters. The position peaked at $5.43M in Q1 2026. 4 funds tracked by Wall St. Rank hold CWAN as of Q2 2026.

  • Creative Planning reported no remaining Clearwater Analytics position as of Q2 2026 after selling out during the quarter.
  • Creative Planning sold 229,675 Clearwater Analytics shares in Q2 2026, an estimated $5.43M.
  • Creative Planning first reported a position in Clearwater Analytics in Q3 2024 and held it in 7 quarters.
  • Creative Planning's Clearwater Analytics position peaked at $5.43M in Q1 2026.
  • 4 funds tracked by Wall St. Rank held Clearwater Analytics as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.