Principia Wealth Advisory’s Clearwater Analytics CWAN Stock Holding History

Principia Wealth Advisory’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	$555	Buy	+23	New	+$461	﹤0.01%	802

Other funds holding CWAN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Principia Wealth Advisory's CWAN Position: Q4 2025 in Review

Principia Wealth Advisory opened a new position in Clearwater Analytics (CWAN) in Q4 2025: 23 shares worth $555. The stake represents ﹤0.01% of the portfolio and ranks #802 among its holdings.

384 funds tracked by Wall St. Rank hold CWAN as of Q4 2025.

Principia Wealth Advisory held 23 shares of Clearwater Analytics worth $555 as of Q4 2025.
Clearwater Analytics was a new Principia Wealth Advisory position in Q4 2025.
Clearwater Analytics made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q4 2025, its #802 holding.
384 funds tracked by Wall St. Rank held Clearwater Analytics as of Q4 2025.

Based on Principia Wealth Advisory's 13F filing for Q4 2025, filed 10 Feb 2026.