QPW
CWAN

Quantum Private Wealth’s Clearwater Analytics CWAN Stock Holding History

Quantum Private Wealth’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
Q3 		– Sell
-14,842
Closed -$325K – 181
2025
Q2 		$325K Hold
14,842
– – 0.11% 127
2025
Q1 		$398K Hold
14,842
– – 0.15% 117
2024
Q4 		$408K Hold
14,842
– – 0.13% 124
2024
Q3 		$375K Hold
14,842
– – 0.13% 137
2024
Q2 		$275K Sell
14,842
-665
-4% -$12K 0.1% 162
2024
Q1 		$274K Hold
15,507
– – 0.1% 151
2023
Q4 		$311K Buy
+15,507
New +$305K 0.13% 139

Other funds holding CWAN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Quantum Private Wealth's CWAN Position: Q3 2025 in Review

Quantum Private Wealth sold out of Clearwater Analytics (CWAN) in Q3 2025, closing a stake of 14,842 shares — an estimated $325K sold.

Quantum Private Wealth first reported a position in CWAN in Q4 2023 and held it in 7 quarters. The position peaked at $408K in Q4 2024. 329 funds tracked by Wall St. Rank hold CWAN as of Q3 2025.

  • Quantum Private Wealth reported no remaining Clearwater Analytics position as of Q3 2025 after selling out during the quarter.
  • Quantum Private Wealth sold 14,842 Clearwater Analytics shares in Q3 2025, an estimated $325K.
  • Quantum Private Wealth first reported a position in Clearwater Analytics in Q4 2023 and held it in 7 quarters.
  • Quantum Private Wealth's Clearwater Analytics position peaked at $408K in Q4 2024.
  • 329 funds tracked by Wall St. Rank held Clearwater Analytics as of Q3 2025.

Based on Quantum Private Wealth's 13F filing for Q3 2025, filed 10 Nov 2025.