Marquette Asset Management’s Clearwater Analytics CWAN Stock Holding History

Marquette Asset 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	-78	Closed	-$1.84K	–	872
2026 Q1	$1.84K	Sell	78 -23	-23%	-$544	﹤0.01%	559
2025 Q4	$2.44K	Buy	101 +25	+33%	+$501	﹤0.01%	450
2025 Q3	$1.37K	Buy	+76	New	+$1.54K	﹤0.01%	653

Other funds holding CWAN

GPGA

Grandeur Peak Global Advisors Salt Lake City, Utah $432M AUM 37.48% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

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

Marquette Asset Management's CWAN Position: Q2 2026 in Review

Marquette Asset Management sold out of Clearwater Analytics (CWAN) in Q2 2026, closing a stake of 78 shares — an estimated $1.84K sold.

Marquette Asset Management first reported a position in CWAN in Q3 2025 and held it in 3 quarters. The position peaked at $2.44K in Q4 2025. 4 funds tracked by Wall St. Rank hold CWAN as of Q2 2026.

Marquette Asset Management reported no remaining Clearwater Analytics position as of Q2 2026 after selling out during the quarter.
Marquette Asset Management sold 78 Clearwater Analytics shares in Q2 2026, an estimated $1.84K.
Marquette Asset Management first reported a position in Clearwater Analytics in Q3 2025 and held it in 3 quarters.
Marquette Asset Management's Clearwater Analytics position peaked at $2.44K in Q4 2025.
4 funds tracked by Wall St. Rank held Clearwater Analytics as of Q2 2026.

Based on Marquette Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.