TWM
CWAN

TopTier Wealth Management’s Clearwater Analytics CWAN Stock Holding History

TopTier Wealth Management’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
-11
Closed -$260 – 257
2026
Q1 		$260 Buy
+11
New +$260 ﹤0.01% 739

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

TopTier Wealth Management's CWAN Position: Q2 2026 in Review

TopTier Wealth Management sold out of Clearwater Analytics (CWAN) in Q2 2026, closing a stake of 11 shares — an estimated $260 sold.

TopTier Wealth Management first reported a position in CWAN in Q1 2026 and held it in 1 quarter. The position peaked at $260 in Q1 2026. 4 funds tracked by Wall St. Rank hold CWAN as of Q2 2026.

  • TopTier Wealth Management reported no remaining Clearwater Analytics position as of Q2 2026 after selling out during the quarter.
  • TopTier Wealth Management sold 11 Clearwater Analytics shares in Q2 2026, an estimated $260.
  • TopTier Wealth Management first reported a position in Clearwater Analytics in Q1 2026 and held it in 1 quarter.
  • TopTier Wealth Management's Clearwater Analytics position peaked at $260 in Q1 2026.
  • 4 funds tracked by Wall St. Rank held Clearwater Analytics as of Q2 2026.

Based on TopTier Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.