HFS
CWAN

Hughes Financial Services’s Clearwater Analytics CWAN Stock Holding History

Hughes Financial Services’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
-11
Closed -$260 – 1871
2026
Q1 		$260 Buy
11
+8
+267% +$189 ﹤0.01% 1042
2025
Q4 		$72 Buy
+3
New +$60 ﹤0.01% 1108

Other funds holding CWAN

GPGA
Grandeur Peak Global Advisors Salt Lake City, Utah $432M AUM 37.48% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
IA
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

Hughes Financial Services's CWAN Position: Q2 2026 in Review

Hughes Financial Services sold out of Clearwater Analytics (CWAN) in Q2 2026, closing a stake of 11 shares — an estimated $260 sold.

Hughes Financial Services first reported a position in CWAN in Q4 2025 and held it in 2 quarters. The position peaked at $260 in Q1 2026. 4 funds tracked by Wall St. Rank hold CWAN as of Q2 2026.

  • Hughes Financial Services reported no remaining Clearwater Analytics position as of Q2 2026 after selling out during the quarter.
  • Hughes Financial Services sold 11 Clearwater Analytics shares in Q2 2026, an estimated $260.
  • Hughes Financial Services first reported a position in Clearwater Analytics in Q4 2025 and held it in 2 quarters.
  • Hughes Financial Services's Clearwater Analytics position peaked at $260 in Q1 2026.
  • 4 funds tracked by Wall St. Rank held Clearwater Analytics as of Q2 2026.

Based on Hughes Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.