PWG
CWAN

Portside Wealth Group’s Clearwater Analytics CWAN Stock Holding History

Portside Wealth Group’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
Q1 		– Sell
-15,901
Closed -$384K – 482
2025
Q4 		$384K Buy
15,901
+14
+0.1% +$280 0.05% 310
2025
Q3 		$286K Buy
15,887
+6,177
+64% +$125K 0.04% 386
2025
Q2 		$213K Buy
9,710
+2,035
+27% +$46.8K 0.03% 428
2025
Q1 		$206K Buy
+7,675
New +$215K 0.03% 404

Other funds holding CWAN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $10.2B AUM 67.73% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
GCL
Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return

Portside Wealth Group's CWAN Position: Q1 2026 in Review

Portside Wealth Group sold out of Clearwater Analytics (CWAN) in Q1 2026, closing a stake of 15,901 shares — an estimated $384K sold.

Portside Wealth Group first reported a position in CWAN in Q1 2025 and held it in 4 quarters. The position peaked at $384K in Q4 2025. 329 funds tracked by Wall St. Rank hold CWAN as of Q1 2026.

  • Portside Wealth Group reported no remaining Clearwater Analytics position as of Q1 2026 after selling out during the quarter.
  • Portside Wealth Group sold 15,901 Clearwater Analytics shares in Q1 2026, an estimated $384K.
  • Portside Wealth Group first reported a position in Clearwater Analytics in Q1 2025 and held it in 4 quarters.
  • Portside Wealth Group's Clearwater Analytics position peaked at $384K in Q4 2025.
  • 329 funds tracked by Wall St. Rank held Clearwater Analytics as of Q1 2026.

Based on Portside Wealth Group's 13F filing for Q1 2026, filed 12 May 2026.