FNWA
CWAN

Financial Network Wealth Advisors’s Clearwater Analytics CWAN Stock Holding History

Financial Network 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
Q1 		– Sell
-50
Closed -$1.21K – 803
2025
Q4 		$1.21K Hold
50
– – ﹤0.01% 762
2025
Q3 		$901 Hold
50
– – ﹤0.01% 801
2025
Q2 		$1.1K Buy
50
+11
+28% +$253 ﹤0.01% 757
2025
Q1 		$1.04K Buy
+39
New +$1.09K ﹤0.01% 700
2024
Q4 		– Sell
-138
Closed -$3.48K – 569
2024
Q3 		$3.48K Sell
138
-155
-53% -$3.49K ﹤0.01% 565
2024
Q2 		$6.13K Buy
+293
New +$5.29K ﹤0.01% 560

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

Financial Network Wealth Advisors's CWAN Position: Q1 2026 in Review

Financial Network Wealth Advisors sold out of Clearwater Analytics (CWAN) in Q1 2026, closing a stake of 50 shares — an estimated $1.21K sold.

Financial Network Wealth Advisors first reported a position in CWAN in Q2 2024 and held it in 6 quarters. The position peaked at $6.13K in Q2 2024. 329 funds tracked by Wall St. Rank hold CWAN as of Q1 2026.

  • Financial Network Wealth Advisors reported no remaining Clearwater Analytics position as of Q1 2026 after selling out during the quarter.
  • Financial Network Wealth Advisors sold 50 Clearwater Analytics shares in Q1 2026, an estimated $1.21K.
  • Financial Network Wealth Advisors first reported a position in Clearwater Analytics in Q2 2024 and held it in 6 quarters.
  • Financial Network Wealth Advisors's Clearwater Analytics position peaked at $6.13K in Q2 2024.
  • 329 funds tracked by Wall St. Rank held Clearwater Analytics as of Q1 2026.

Based on Financial Network Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.