PWPS
CWAN

Pinnacle Wealth Planning Services’s Clearwater Analytics CWAN Stock Holding History

Pinnacle Wealth Planning Services’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
-440
Closed -$10.4K – 2770
2026
Q1 		$10.4K Buy
440
+102
+30% +$2.41K ﹤0.01% 1976
2025
Q4 		$8.15K Buy
+338
New +$6.77K ﹤0.01% 2088

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

Pinnacle Wealth Planning Services's CWAN Position: Q2 2026 in Review

Pinnacle Wealth Planning Services sold out of Clearwater Analytics (CWAN) in Q2 2026, closing a stake of 440 shares — an estimated $10.4K sold.

Pinnacle Wealth Planning Services first reported a position in CWAN in Q4 2025 and held it in 2 quarters. The position peaked at $10.4K in Q1 2026. 4 funds tracked by Wall St. Rank hold CWAN as of Q2 2026.

  • Pinnacle Wealth Planning Services reported no remaining Clearwater Analytics position as of Q2 2026 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 440 Clearwater Analytics shares in Q2 2026, an estimated $10.4K.
  • Pinnacle Wealth Planning Services first reported a position in Clearwater Analytics in Q4 2025 and held it in 2 quarters.
  • Pinnacle Wealth Planning Services's Clearwater Analytics position peaked at $10.4K in Q1 2026.
  • 4 funds tracked by Wall St. Rank held Clearwater Analytics as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.