Northwestern Mutual Wealth Management
CWAN

Northwestern Mutual Wealth Management’s Clearwater Analytics CWAN Stock Holding History

Northwestern Mutual 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
-214
Closed -$5.06K – 4165
2026
Q1 		$5.06K Sell
214
-15
-7% -$355 ﹤0.01% 3309
2025
Q4 		$5.52K Buy
229
+15
+7% +$300 ﹤0.01% 3196
2025
Q3 		$3.86K Buy
214
+101
+89% +$2.05K ﹤0.01% 3229
2025
Q2 		$2.48K Sell
113
-250
-69% -$5.75K ﹤0.01% 3204
2025
Q1 		$9.73K Buy
363
+61
+20% +$1.71K ﹤0.01% 2755
2024
Q4 		$8.31K Buy
302
+102
+51% +$2.89K ﹤0.01% 2811
2024
Q3 		$5.05K Hold
200
– – ﹤0.01% 2886
2024
Q2 		$3.7K Hold
200
– – ﹤0.01% 2951
2024
Q1 		$3.54K Sell
200
-28
-12% -$520 ﹤0.01% 2936
2023
Q4 		$4.57K Buy
228
+28
+14% +$551 ﹤0.01% 2883
2023
Q3 		$3.87K Sell
200
-170
-46% -$3K ﹤0.01% 2818
2023
Q2 		$5.87K Buy
370
+170
+85% +$2.68K ﹤0.01% 2734
2023
Q1 		$3.19K Sell
200
-104
-34% -$1.82K ﹤0.01% 2857
2022
Q4 		$5.7K Buy
304
+104
+52% +$1.8K ﹤0.01% 2690
2022
Q3 		$3K Hold
200
– – ﹤0.01% 2786
2022
Q2 		$2K Hold
200
– – ﹤0.01% 2907
2022
Q1 		$4K Sell
200
-77
-28% -$1.44K ﹤0.01% 2781
2021
Q4 		$6K Buy
+277
New +$6.26K ﹤0.01% 2720

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

Northwestern Mutual Wealth Management's CWAN Position: Q2 2026 in Review

Northwestern Mutual Wealth Management sold out of Clearwater Analytics (CWAN) in Q2 2026, closing a stake of 214 shares — an estimated $5.06K sold.

Northwestern Mutual Wealth Management first reported a position in CWAN in Q4 2021 and held it in 18 quarters. The position peaked at $9.73K in Q1 2025. 4 funds tracked by Wall St. Rank hold CWAN as of Q2 2026.

  • Northwestern Mutual Wealth Management reported no remaining Clearwater Analytics position as of Q2 2026 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 214 Clearwater Analytics shares in Q2 2026, an estimated $5.06K.
  • Northwestern Mutual Wealth Management first reported a position in Clearwater Analytics in Q4 2021 and held it in 18 quarters.
  • Northwestern Mutual Wealth Management's Clearwater Analytics position peaked at $9.73K in Q1 2025.
  • 4 funds tracked by Wall St. Rank held Clearwater Analytics as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.