CWP
CWAN

Curated Wealth Partners’s Clearwater Analytics CWAN Stock Holding History

Curated Wealth Partners’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
2024
Q2 		– Sell
-14,718
Closed -$260K – 170
2024
Q1 		$260K Buy
+14,718
New +$273K 0.04% 125

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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

Curated Wealth Partners's CWAN Position: Q3 2025 in Review

Curated Wealth Partners sold out of Clearwater Analytics (CWAN) in Q3 2025, closing a stake of 15,183 shares — an estimated $333K sold.

Curated Wealth Partners first reported a position in CWAN in Q4 2023 and held it in 6 quarters. The position peaked at $451K in Q3 2024. 329 funds tracked by Wall St. Rank hold CWAN as of Q3 2025.

  • Curated Wealth Partners reported no remaining Clearwater Analytics position as of Q3 2025 after selling out during the quarter.
  • Curated Wealth Partners sold 15,183 Clearwater Analytics shares in Q3 2025, an estimated $333K.
  • Curated Wealth Partners first reported a position in Clearwater Analytics in Q4 2023 and held it in 6 quarters.
  • Curated Wealth Partners's Clearwater Analytics position peaked at $451K in Q3 2024.
  • 329 funds tracked by Wall St. Rank held Clearwater Analytics as of Q3 2025.

Based on Curated Wealth Partners's 13F filing for Q3 2025, filed 9 Oct 2025.