IHWM
CWAN

Iron Horse Wealth Management’s Clearwater Analytics CWAN Stock Holding History

Iron Horse 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
2025
Q2 		$3.27K Hold
149
– – ﹤0.01% 423
2025
Q1 		$3.99K Hold
149
– – ﹤0.01% 392
2024
Q4 		$4.1K Hold
149
– – ﹤0.01% 323
2024
Q3 		$3.76K Hold
149
– – ﹤0.01% 325
2024
Q2 		$2.76K Hold
149
– – ﹤0.01% 331
2024
Q1 		$2.64K Hold
149
– – ﹤0.01% 316
2023
Q4 		$2.98K Hold
149
– – ﹤0.01% 317
2023
Q3 		$2.88K Buy
+149
New +$2.63K ﹤0.01% 321

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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Iron Horse Wealth Management's CWAN Position: Q2 2025 in Review

Iron Horse Wealth Management held its Clearwater Analytics (CWAN) position steady in Q2 2025 at 149 shares worth $3.27K. The position accounts for ﹤0.01% of the portfolio, ranked #423.

Iron Horse Wealth Management first reported a position in CWAN in Q3 2023 and has held it in 8 quarters since. The position peaked at $4.1K in Q4 2024. 398 funds tracked by Wall St. Rank hold CWAN as of Q2 2025.

  • Iron Horse Wealth Management held 149 shares of Clearwater Analytics worth $3.27K as of Q2 2025.
  • Iron Horse Wealth Management left its Clearwater Analytics share count unchanged in Q2 2025.
  • Clearwater Analytics made up ﹤0.01% of Iron Horse Wealth Management's portfolio in Q2 2025, its #423 holding.
  • Iron Horse Wealth Management first reported a position in Clearwater Analytics in Q3 2023 and has held it in 8 quarters since.
  • Iron Horse Wealth Management's Clearwater Analytics position peaked at $4.1K in Q4 2024.
  • 398 funds tracked by Wall St. Rank held Clearwater Analytics as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.