MPWT
CWAN

MassMutual Private Wealth & Trust’s Clearwater Analytics CWAN Stock Holding History

MassMutual Private Wealth & Trust’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
Q4 		– Sell
-17
Closed -$306 – 2386
2025
Q3 		$306 Buy
17
+11
+183% +$223 ﹤0.01% 2300
2025
Q2 		$132 Sell
6
-16
-73% -$368 ﹤0.01% 2319
2025
Q1 		$590 Buy
+22
New +$617 ﹤0.01% 2211

Other funds holding CWAN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

MassMutual Private Wealth & Trust's CWAN Position: Q4 2025 in Review

MassMutual Private Wealth & Trust sold out of Clearwater Analytics (CWAN) in Q4 2025, closing a stake of 17 shares — an estimated $306 sold.

MassMutual Private Wealth & Trust first reported a position in CWAN in Q1 2025 and held it in 3 quarters. The position peaked at $590 in Q1 2025. 384 funds tracked by Wall St. Rank hold CWAN as of Q4 2025.

  • MassMutual Private Wealth & Trust reported no remaining Clearwater Analytics position as of Q4 2025 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 17 Clearwater Analytics shares in Q4 2025, an estimated $306.
  • MassMutual Private Wealth & Trust first reported a position in Clearwater Analytics in Q1 2025 and held it in 3 quarters.
  • MassMutual Private Wealth & Trust's Clearwater Analytics position peaked at $590 in Q1 2025.
  • 384 funds tracked by Wall St. Rank held Clearwater Analytics as of Q4 2025.

Based on MassMutual Private Wealth & Trust's 13F filing for Q4 2025, filed 7 Jan 2026.