SPIA
CWAN

Steward Partners Investment Advisory’s Clearwater Analytics CWAN Stock Holding History

Steward Partners Investment Advisory’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
-436
Closed -$10.3K – 4708
2026
Q1 		$10.3K Sell
436
-162
-27% -$3.83K ﹤0.01% 3547
2025
Q4 		$14.4K Sell
598
-38
-6% -$761 ﹤0.01% 3279
2025
Q3 		$11.5K Sell
636
-15,935
-96% -$323K ﹤0.01% 3341
2025
Q2 		$363K Sell
16,571
-22
-0.1% -$506 ﹤0.01% 1454
2025
Q1 		$445K Sell
16,593
-442
-3% -$12.4K ﹤0.01% 1271
2024
Q4 		$469K Buy
17,035
+502
+3% +$14.2K ﹤0.01% 1199
2024
Q3 		$417K Sell
16,533
-376
-2% -$8.46K ﹤0.01% 1184
2024
Q2 		$313K Hold
16,909
– – ﹤0.01% 1260
2024
Q1 		$299K Sell
16,909
-2,889
-15% -$53.7K ﹤0.01% 1259
2023
Q4 		$397K Buy
19,798
+7,857
+66% +$155K 0.01% 1099
2023
Q3 		$231K Buy
11,941
+1,680
+16% +$29.6K ﹤0.01% 1217
2023
Q2 		$163K Buy
10,261
+123
+1% +$1.94K ﹤0.01% 1372
2023
Q1 		$162K Buy
10,138
+3,584
+55% +$62.7K ﹤0.01% 1378
2022
Q4 		$123K Buy
6,554
+3,810
+139% +$66K ﹤0.01% 1463
2022
Q3 		$46K Hold
2,744
– – ﹤0.01% 1825
2022
Q2 		$33K Hold
2,744
– – ﹤0.01% 1988
2022
Q1 		$58K Buy
2,744
+300
+12% +$5.61K ﹤0.01% 1839
2021
Q4 		$56K Buy
+2,444
New +$55.2K ﹤0.01% 1853

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

Steward Partners Investment Advisory's CWAN Position: Q2 2026 in Review

Steward Partners Investment Advisory sold out of Clearwater Analytics (CWAN) in Q2 2026, closing a stake of 436 shares — an estimated $10.3K sold.

Steward Partners Investment Advisory first reported a position in CWAN in Q4 2021 and held it in 18 quarters. The position peaked at $469K in Q4 2024. 4 funds tracked by Wall St. Rank hold CWAN as of Q2 2026.

  • Steward Partners Investment Advisory reported no remaining Clearwater Analytics position as of Q2 2026 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 436 Clearwater Analytics shares in Q2 2026, an estimated $10.3K.
  • Steward Partners Investment Advisory first reported a position in Clearwater Analytics in Q4 2021 and held it in 18 quarters.
  • Steward Partners Investment Advisory's Clearwater Analytics position peaked at $469K in Q4 2024.
  • 4 funds tracked by Wall St. Rank held Clearwater Analytics as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.