MCM
CWAN

MAI Capital Management’s Clearwater Analytics CWAN Stock Holding History

MAI Capital 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
-21
Closed -$497 – 2672
2026
Q1 		$497 Buy
+21
New +$497 ﹤0.01% 4420

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

MAI Capital Management's CWAN Position: Q2 2026 in Review

MAI Capital Management sold out of Clearwater Analytics (CWAN) in Q2 2026, closing a stake of 21 shares — an estimated $497 sold.

MAI Capital Management first reported a position in CWAN in Q1 2026 and held it in 1 quarter. The position peaked at $497 in Q1 2026. 4 funds tracked by Wall St. Rank hold CWAN as of Q2 2026.

  • MAI Capital Management reported no remaining Clearwater Analytics position as of Q2 2026 after selling out during the quarter.
  • MAI Capital Management sold 21 Clearwater Analytics shares in Q2 2026, an estimated $497.
  • MAI Capital Management first reported a position in Clearwater Analytics in Q1 2026 and held it in 1 quarter.
  • MAI Capital Management's Clearwater Analytics position peaked at $497 in Q1 2026.
  • 4 funds tracked by Wall St. Rank held Clearwater Analytics as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.