SIS
CWAN

Sound Income Strategies’s Clearwater Analytics CWAN Stock Holding History

Sound Income Strategies’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
-150
Closed -$3.57K – 902
2026
Q1 		$3.57K Hold
150
– – ﹤0.01% 1965
2025
Q4 		$3.64K Hold
150
– – ﹤0.01% 1941
2025
Q3 		$2.69K Buy
+150
New +$3.04K ﹤0.01% 1299

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

Sound Income Strategies's CWAN Position: Q2 2026 in Review

Sound Income Strategies sold out of Clearwater Analytics (CWAN) in Q2 2026, closing a stake of 150 shares — an estimated $3.57K sold.

Sound Income Strategies first reported a position in CWAN in Q3 2025 and held it in 3 quarters. The position peaked at $3.64K in Q4 2025. 4 funds tracked by Wall St. Rank hold CWAN as of Q2 2026.

  • Sound Income Strategies reported no remaining Clearwater Analytics position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 150 Clearwater Analytics shares in Q2 2026, an estimated $3.57K.
  • Sound Income Strategies first reported a position in Clearwater Analytics in Q3 2025 and held it in 3 quarters.
  • Sound Income Strategies's Clearwater Analytics position peaked at $3.64K in Q4 2025.
  • 4 funds tracked by Wall St. Rank held Clearwater Analytics as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.