KWM
CWAN

Keebeck Wealth Management’s Clearwater Analytics CWAN Stock Holding History

Keebeck 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
Q2 		– Sell
-9,646
Closed -$228K – 480
2026
Q1 		$228K Sell
9,646
-17,303
-64% -$409K 0.03% 383
2025
Q4 		$650K Buy
26,949
+10,722
+66% +$215K 0.08% 185
2025
Q3 		$292K Sell
16,227
-2,362
-13% -$47.9K 0.03% 304
2025
Q2 		$408K Buy
+18,589
New +$428K 0.05% 237

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

Keebeck Wealth Management's CWAN Position: Q2 2026 in Review

Keebeck Wealth Management sold out of Clearwater Analytics (CWAN) in Q2 2026, closing a stake of 9,646 shares — an estimated $228K sold.

Keebeck Wealth Management first reported a position in CWAN in Q2 2025 and held it in 4 quarters. The position peaked at $650K in Q4 2025. 4 funds tracked by Wall St. Rank hold CWAN as of Q2 2026.

  • Keebeck Wealth Management reported no remaining Clearwater Analytics position as of Q2 2026 after selling out during the quarter.
  • Keebeck Wealth Management sold 9,646 Clearwater Analytics shares in Q2 2026, an estimated $228K.
  • Keebeck Wealth Management first reported a position in Clearwater Analytics in Q2 2025 and held it in 4 quarters.
  • Keebeck Wealth Management's Clearwater Analytics position peaked at $650K in Q4 2025.
  • 4 funds tracked by Wall St. Rank held Clearwater Analytics as of Q2 2026.

Based on Keebeck Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.