PWMG
CWAN

Private Wealth Management Group’s Clearwater Analytics CWAN Stock Holding History

Private Wealth Management 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
Q2 		– Sell
-143
Closed -$3.38K – 1467
2026
Q1 		$3.38K Buy
143
+81
+131% +$1.92K ﹤0.01% 904
2025
Q4 		$1.5K Sell
62
-81
-57% -$1.62K ﹤0.01% 1170
2025
Q3 		$2.58K Hold
143
– – ﹤0.01% 1030
2025
Q2 		$3.14K Hold
143
– – ﹤0.01% 943
2025
Q1 		$3.83K Hold
143
– – ﹤0.01% 822
2024
Q4 		$3.94K Hold
143
– – ﹤0.01% 840
2024
Q3 		$3.61K Hold
143
– – ﹤0.01% 856
2024
Q2 		$2.65K Buy
143
+81
+131% +$1.46K ﹤0.01% 953
2024
Q1 		$1.1K Buy
+62
New +$1.15K ﹤0.01% 1231

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

Private Wealth Management Group's CWAN Position: Q2 2026 in Review

Private Wealth Management Group sold out of Clearwater Analytics (CWAN) in Q2 2026, closing a stake of 143 shares — an estimated $3.38K sold.

Private Wealth Management Group first reported a position in CWAN in Q1 2024 and held it in 9 quarters. The position peaked at $3.94K in Q4 2024. 4 funds tracked by Wall St. Rank hold CWAN as of Q2 2026.

  • Private Wealth Management Group reported no remaining Clearwater Analytics position as of Q2 2026 after selling out during the quarter.
  • Private Wealth Management Group sold 143 Clearwater Analytics shares in Q2 2026, an estimated $3.38K.
  • Private Wealth Management Group first reported a position in Clearwater Analytics in Q1 2024 and held it in 9 quarters.
  • Private Wealth Management Group's Clearwater Analytics position peaked at $3.94K in Q4 2024.
  • 4 funds tracked by Wall St. Rank held Clearwater Analytics as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.