Focus Partners Wealth’s Clearwater Analytics CWAN Stock Holding History

Focus Partners Wealth’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
2025 Q4	–	Sell	-17,436	Closed	-$2.28M	–	2701
2025 Q3	$2.28M	Buy	+17,436	New	+$353K	﹤0.01%	974

Other funds holding CWAN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Focus Partners Wealth's CWAN Position: Q4 2025 in Review

Focus Partners Wealth sold out of Clearwater Analytics (CWAN) in Q4 2025, closing a stake of 17,436 shares — an estimated $2.28M sold.

Focus Partners Wealth first reported a position in CWAN in Q3 2025 and held it in 1 quarter. The position peaked at $2.28M in Q3 2025. 384 funds tracked by Wall St. Rank hold CWAN as of Q4 2025.

Focus Partners Wealth reported no remaining Clearwater Analytics position as of Q4 2025 after selling out during the quarter.
Focus Partners Wealth sold 17,436 Clearwater Analytics shares in Q4 2025, an estimated $2.28M.
Focus Partners Wealth first reported a position in Clearwater Analytics in Q3 2025 and held it in 1 quarter.
Focus Partners Wealth's Clearwater Analytics position peaked at $2.28M in Q3 2025.
384 funds tracked by Wall St. Rank held Clearwater Analytics as of Q4 2025.

Based on Focus Partners Wealth's 13F filing for Q4 2025, filed 13 Feb 2026.