Fortitude Family Office’s Clearwater Analytics CWAN Stock Holding History

Fortitude Family Office’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	-156	Closed	-$3.69K	–	2294
2026 Q1	$3.69K	Hold	156	–	–	﹤0.01%	1033
2025 Q4	$3.76K	Buy	+156	New	+$3.13K	﹤0.01%	920
2025 Q3	–	Sell	-22	Closed	-$482	–	2018
2025 Q2	$482	Buy	+22	New	+$506	﹤0.01%	1831

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

Fortitude Family Office's CWAN Position: Q2 2026 in Review

Fortitude Family Office sold out of Clearwater Analytics (CWAN) in Q2 2026, closing a stake of 156 shares — an estimated $3.69K sold.

Fortitude Family Office first reported a position in CWAN in Q2 2025 and held it in 3 quarters. The position peaked at $3.76K in Q4 2025. 4 funds tracked by Wall St. Rank hold CWAN as of Q2 2026.

Fortitude Family Office reported no remaining Clearwater Analytics position as of Q2 2026 after selling out during the quarter.
Fortitude Family Office sold 156 Clearwater Analytics shares in Q2 2026, an estimated $3.69K.
Fortitude Family Office first reported a position in Clearwater Analytics in Q2 2025 and held it in 3 quarters.
Fortitude Family Office's Clearwater Analytics position peaked at $3.76K in Q4 2025.
4 funds tracked by Wall St. Rank held Clearwater Analytics as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.