DWM
CWAN

Diversify Wealth Management’s Clearwater Analytics CWAN Stock Holding History

Diversify Wealth Management’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
Q1 		– Sell
-50,705
Closed -$1.22M – 1180
2025
Q4 		$1.22M Buy
50,705
+1,554
+3% +$31.1K 0.06% 282
2025
Q3 		$892K Buy
49,151
+2,008
+4% +$40.7K 0.05% 290
2025
Q2 		$893K Buy
47,143
+24,024
+104% +$553K 0.06% 288
2025
Q1 		$525K Buy
+23,119
New +$649K 0.04% 353

Other funds holding CWAN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $10.2B AUM 67.73% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
GCL
Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return

Diversify Wealth Management's CWAN Position: Q1 2026 in Review

Diversify Wealth Management sold out of Clearwater Analytics (CWAN) in Q1 2026, closing a stake of 50,705 shares — an estimated $1.22M sold.

Diversify Wealth Management first reported a position in CWAN in Q1 2025 and held it in 4 quarters. The position peaked at $1.22M in Q4 2025. 329 funds tracked by Wall St. Rank hold CWAN as of Q1 2026.

  • Diversify Wealth Management reported no remaining Clearwater Analytics position as of Q1 2026 after selling out during the quarter.
  • Diversify Wealth Management sold 50,705 Clearwater Analytics shares in Q1 2026, an estimated $1.22M.
  • Diversify Wealth Management first reported a position in Clearwater Analytics in Q1 2025 and held it in 4 quarters.
  • Diversify Wealth Management's Clearwater Analytics position peaked at $1.22M in Q4 2025.
  • 329 funds tracked by Wall St. Rank held Clearwater Analytics as of Q1 2026.

Based on Diversify Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.