DWP
CWAN

Destiny Wealth Partners’s Clearwater Analytics CWAN Stock Holding History

Destiny 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
2026
Q2 		– Sell
-625
Closed -$14.8K – 364
2026
Q1 		$14.8K Buy
+625
New +$14.8K ﹤0.01% 831

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

Destiny Wealth Partners's CWAN Position: Q2 2026 in Review

Destiny Wealth Partners sold out of Clearwater Analytics (CWAN) in Q2 2026, closing a stake of 625 shares — an estimated $14.8K sold.

Destiny Wealth Partners first reported a position in CWAN in Q1 2026 and held it in 1 quarter. The position peaked at $14.8K in Q1 2026. 4 funds tracked by Wall St. Rank hold CWAN as of Q2 2026.

  • Destiny Wealth Partners reported no remaining Clearwater Analytics position as of Q2 2026 after selling out during the quarter.
  • Destiny Wealth Partners sold 625 Clearwater Analytics shares in Q2 2026, an estimated $14.8K.
  • Destiny Wealth Partners first reported a position in Clearwater Analytics in Q1 2026 and held it in 1 quarter.
  • Destiny Wealth Partners's Clearwater Analytics position peaked at $14.8K in Q1 2026.
  • 4 funds tracked by Wall St. Rank held Clearwater Analytics as of Q2 2026.

Based on Destiny Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.