TD Private Client Wealth’s Clearwater Analytics CWAN Stock Holding History

TD Private Client 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
2026 Q2	–	Sell	-93	Closed	-$2.2K	–	1720
2026 Q1	$2.2K	Buy	93 +63	+210%	+$1.49K	﹤0.01%	1288
2025 Q4	$724	Buy	+30	New	+$601	﹤0.01%	1435
2025 Q2	–	Sell	-133	Closed	-$3.56K	–	1441
2025 Q1	$3.56K	Buy	+133	New	+$3.73K	﹤0.01%	1124

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

TD Private Client Wealth's CWAN Position: Q2 2026 in Review

TD Private Client Wealth sold out of Clearwater Analytics (CWAN) in Q2 2026, closing a stake of 93 shares — an estimated $2.2K sold.

TD Private Client Wealth first reported a position in CWAN in Q1 2025 and held it in 3 quarters. The position peaked at $3.56K in Q1 2025. 4 funds tracked by Wall St. Rank hold CWAN as of Q2 2026.

TD Private Client Wealth reported no remaining Clearwater Analytics position as of Q2 2026 after selling out during the quarter.
TD Private Client Wealth sold 93 Clearwater Analytics shares in Q2 2026, an estimated $2.2K.
TD Private Client Wealth first reported a position in Clearwater Analytics in Q1 2025 and held it in 3 quarters.
TD Private Client Wealth's Clearwater Analytics position peaked at $3.56K in Q1 2025.
4 funds tracked by Wall St. Rank held Clearwater Analytics as of Q2 2026.

Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.