QWM
CWAN

Quaker Wealth Management’s Clearwater Analytics CWAN Stock Holding History

Quaker Wealth Management’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
-32
Closed -$757 – 983
2026
Q1 		$757 Hold
32
– – ﹤0.01% 598
2025
Q4 		$772 Buy
+32
New +$641 ﹤0.01% 594

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

Quaker Wealth Management's CWAN Position: Q2 2026 in Review

Quaker Wealth Management sold out of Clearwater Analytics (CWAN) in Q2 2026, closing a stake of 32 shares — an estimated $757 sold.

Quaker Wealth Management first reported a position in CWAN in Q4 2025 and held it in 2 quarters. The position peaked at $772 in Q4 2025. 4 funds tracked by Wall St. Rank hold CWAN as of Q2 2026.

  • Quaker Wealth Management reported no remaining Clearwater Analytics position as of Q2 2026 after selling out during the quarter.
  • Quaker Wealth Management sold 32 Clearwater Analytics shares in Q2 2026, an estimated $757.
  • Quaker Wealth Management first reported a position in Clearwater Analytics in Q4 2025 and held it in 2 quarters.
  • Quaker Wealth Management's Clearwater Analytics position peaked at $772 in Q4 2025.
  • 4 funds tracked by Wall St. Rank held Clearwater Analytics as of Q2 2026.

Based on Quaker Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.