Physician Wealth Advisors’s Clearwater Analytics CWAN Stock Holding History

Physician Wealth Advisors’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	-68	Closed	-$1.61K	–	2357
2026 Q1	$1.61K	Sell	68 -878	-93%	-$20.8K	﹤0.01%	1444
2025 Q4	$22.8K	Buy	946 +68	+8%	+$1.36K	﹤0.01%	552
2025 Q3	$15.8K	Buy	878 +23	+3%	+$466	﹤0.01%	635
2025 Q2	$18.8K	Buy	+855	New	+$19.7K	﹤0.01%	532

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

Physician Wealth Advisors's CWAN Position: Q2 2026 in Review

Physician Wealth Advisors sold out of Clearwater Analytics (CWAN) in Q2 2026, closing a stake of 68 shares — an estimated $1.61K sold.

Physician Wealth Advisors first reported a position in CWAN in Q2 2025 and held it in 4 quarters. The position peaked at $22.8K in Q4 2025. 4 funds tracked by Wall St. Rank hold CWAN as of Q2 2026.

Physician Wealth Advisors reported no remaining Clearwater Analytics position as of Q2 2026 after selling out during the quarter.
Physician Wealth Advisors sold 68 Clearwater Analytics shares in Q2 2026, an estimated $1.61K.
Physician Wealth Advisors first reported a position in Clearwater Analytics in Q2 2025 and held it in 4 quarters.
Physician Wealth Advisors's Clearwater Analytics position peaked at $22.8K in Q4 2025.
4 funds tracked by Wall St. Rank held Clearwater Analytics as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.