IWC
CWAN

Integrated Wealth Concepts’s Clearwater Analytics CWAN Stock Holding History

Integrated Wealth Concepts’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
Q3 		– Sell
-9,200
Closed -$202K – 1993
2025
Q2 		$202K Buy
9,200
+1,444
+19% +$33.2K ﹤0.01% 1768
2025
Q1 		$208K Buy
+7,756
New +$218K ﹤0.01% 1602

Other funds holding CWAN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Integrated Wealth Concepts's CWAN Position: Q3 2025 in Review

Integrated Wealth Concepts sold out of Clearwater Analytics (CWAN) in Q3 2025, closing a stake of 9,200 shares — an estimated $202K sold.

Integrated Wealth Concepts first reported a position in CWAN in Q1 2025 and held it in 2 quarters. The position peaked at $208K in Q1 2025. 329 funds tracked by Wall St. Rank hold CWAN as of Q3 2025.

  • Integrated Wealth Concepts reported no remaining Clearwater Analytics position as of Q3 2025 after selling out during the quarter.
  • Integrated Wealth Concepts sold 9,200 Clearwater Analytics shares in Q3 2025, an estimated $202K.
  • Integrated Wealth Concepts first reported a position in Clearwater Analytics in Q1 2025 and held it in 2 quarters.
  • Integrated Wealth Concepts's Clearwater Analytics position peaked at $208K in Q1 2025.
  • 329 funds tracked by Wall St. Rank held Clearwater Analytics as of Q3 2025.

Based on Integrated Wealth Concepts's 13F filing for Q3 2025, filed 14 Nov 2025.