EverSource Wealth Advisors’s Clearwater Analytics CWAN Stock Holding History

EverSource Wealth Advisors’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	-2,367	Closed	-$56K	–	4428
2026 Q1	$56K	Buy	2,367 +1,306	+123%	+$30.9K	﹤0.01%	1805
2025 Q4	$25.6K	Buy	1,061 +720	+211%	+$14.4K	﹤0.01%	2221
2025 Q3	$6.14K	Buy	341 +211	+162%	+$4.28K	﹤0.01%	3065
2025 Q2	$2.85K	Sell	130 -30	-19%	-$690	﹤0.01%	3372
2025 Q1	$4.29K	Buy	160 +92	+135%	+$2.58K	﹤0.01%	2569
2024 Q4	$1.87K	Buy	68 +47	+224%	+$1.33K	﹤0.01%	2738
2024 Q3	$530	Buy	+21	New	+$472	﹤0.01%	2867

Other funds holding CWAN

GPGA

Grandeur Peak Global Advisors Salt Lake City, Utah $432M AUM 37.48% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

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

EverSource Wealth Advisors's CWAN Position: Q2 2026 in Review

EverSource Wealth Advisors sold out of Clearwater Analytics (CWAN) in Q2 2026, closing a stake of 2,367 shares — an estimated $56K sold.

EverSource Wealth Advisors first reported a position in CWAN in Q3 2024 and held it in 7 quarters. The position peaked at $56K in Q1 2026. 4 funds tracked by Wall St. Rank hold CWAN as of Q2 2026.

EverSource Wealth Advisors reported no remaining Clearwater Analytics position as of Q2 2026 after selling out during the quarter.
EverSource Wealth Advisors sold 2,367 Clearwater Analytics shares in Q2 2026, an estimated $56K.
EverSource Wealth Advisors first reported a position in Clearwater Analytics in Q3 2024 and held it in 7 quarters.
EverSource Wealth Advisors's Clearwater Analytics position peaked at $56K in Q1 2026.
4 funds tracked by Wall St. Rank held Clearwater Analytics as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.