Select Asset Management & Trust’s Clearwater Analytics CWAN Stock Holding History

Select Asset Management & Trust’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	-73,931	Closed	-$1.75M	–	80
2026 Q1	$1.75M	Buy	73,931 +2,632	+4%	+$62.3K	0.55%	20
2025 Q4	$1.72M	Hold	71,299	–	–	0.54%	21
2025 Q3	$1.28M	Hold	71,299	–	–	0.4%	29
2025 Q2	$1.56M	Hold	71,299	–	–	0.54%	21
2025 Q1	$1.91M	Buy	+71,299	New	+$2M	0.77%	19

Other funds holding CWAN

GPGA

Grandeur Peak Global Advisors Salt Lake City, Utah $432M AUM 37.48% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

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

Select Asset Management & Trust's CWAN Position: Q2 2026 in Review

Select Asset Management & Trust sold out of Clearwater Analytics (CWAN) in Q2 2026, closing a stake of 73,931 shares — an estimated $1.75M sold.

Select Asset Management & Trust first reported a position in CWAN in Q1 2025 and held it in 5 quarters. The position peaked at $1.91M in Q1 2025. 4 funds tracked by Wall St. Rank hold CWAN as of Q2 2026.

Select Asset Management & Trust reported no remaining Clearwater Analytics position as of Q2 2026 after selling out during the quarter.
Select Asset Management & Trust sold 73,931 Clearwater Analytics shares in Q2 2026, an estimated $1.75M.
Select Asset Management & Trust first reported a position in Clearwater Analytics in Q1 2025 and held it in 5 quarters.
Select Asset Management & Trust's Clearwater Analytics position peaked at $1.91M in Q1 2025.
4 funds tracked by Wall St. Rank held Clearwater Analytics as of Q2 2026.

Based on Select Asset Management & Trust's 13F filing for Q2 2026, filed 11 Aug 2026.