KAS
CWAN

Kestra Advisory Services’s Clearwater Analytics CWAN Stock Holding History

Kestra Advisory 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
Q1 		– Sell
-11,114
Closed -$268K – 3392
2025
Q4 		$268K Sell
11,114
-527
-5% -$10.6K ﹤0.01% 2635
2025
Q3 		$210K Sell
11,641
-753
-6% -$15.3K ﹤0.01% 2717
2025
Q2 		$272K Buy
+12,394
New +$285K ﹤0.01% 2427

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

Kestra Advisory Services's CWAN Position: Q1 2026 in Review

Kestra Advisory Services sold out of Clearwater Analytics (CWAN) in Q1 2026, closing a stake of 11,114 shares — an estimated $268K sold.

Kestra Advisory Services first reported a position in CWAN in Q2 2025 and held it in 3 quarters. The position peaked at $272K in Q2 2025. 329 funds tracked by Wall St. Rank hold CWAN as of Q1 2026.

  • Kestra Advisory Services reported no remaining Clearwater Analytics position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 11,114 Clearwater Analytics shares in Q1 2026, an estimated $268K.
  • Kestra Advisory Services first reported a position in Clearwater Analytics in Q2 2025 and held it in 3 quarters.
  • Kestra Advisory Services's Clearwater Analytics position peaked at $272K in Q2 2025.
  • 329 funds tracked by Wall St. Rank held Clearwater Analytics as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.