IWM
CWAN

IHT Wealth Management’s Clearwater Analytics CWAN Stock Holding History

IHT Wealth Management’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
-10,061
Closed -$243K – 1274
2025
Q4 		$243K Sell
10,061
-483
-5% -$9.67K 0.01% 1049
2025
Q3 		$190K Sell
10,544
-427
-4% -$8.66K ﹤0.01% 1126
2025
Q2 		$241K Sell
10,971
-5
-0% -$115 0.01% 996
2025
Q1 		$294K Buy
10,976
+5
+0% +$140 0.01% 866
2024
Q4 		$302K Sell
10,971
-445
-4% -$12.6K 0.01% 852
2024
Q3 		$288K Buy
11,416
+598
+6% +$13.4K 0.01% 924
2024
Q2 		$200K Hold
10,818
– – 0.01% 961
2024
Q1 		$191K Buy
+10,818
New +$201K 0.01% 954

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

IHT Wealth Management's CWAN Position: Q1 2026 in Review

IHT Wealth Management sold out of Clearwater Analytics (CWAN) in Q1 2026, closing a stake of 10,061 shares — an estimated $243K sold.

IHT Wealth Management first reported a position in CWAN in Q1 2024 and held it in 8 quarters. The position peaked at $302K in Q4 2024. 329 funds tracked by Wall St. Rank hold CWAN as of Q1 2026.

  • IHT Wealth Management reported no remaining Clearwater Analytics position as of Q1 2026 after selling out during the quarter.
  • IHT Wealth Management sold 10,061 Clearwater Analytics shares in Q1 2026, an estimated $243K.
  • IHT Wealth Management first reported a position in Clearwater Analytics in Q1 2024 and held it in 8 quarters.
  • IHT Wealth Management's Clearwater Analytics position peaked at $302K in Q4 2024.
  • 329 funds tracked by Wall St. Rank held Clearwater Analytics as of Q1 2026.

Based on IHT Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.