True Wealth Design’s Clearwater Analytics CWAN Stock Holding History

True Wealth Design’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	-126	Closed	-$2.98K	–	2709
2026 Q1	$2.98K	Hold	126	–	–	﹤0.01%	1393
2025 Q4	$3.04K	Buy	+126	New	+$2.52K	﹤0.01%	1289
2025 Q3	–	Sell	-25	Closed	-$549	–	2760
2025 Q2	$549	Buy	25 +23	+1,150%	+$529	﹤0.01%	1703
2025 Q1	$54	Buy	+2	New	+$56	﹤0.01%	2362

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

True Wealth Design's CWAN Position: Q2 2026 in Review

True Wealth Design sold out of Clearwater Analytics (CWAN) in Q2 2026, closing a stake of 126 shares — an estimated $2.98K sold.

True Wealth Design first reported a position in CWAN in Q1 2025 and held it in 4 quarters. The position peaked at $3.04K in Q4 2025. 4 funds tracked by Wall St. Rank hold CWAN as of Q2 2026.

True Wealth Design reported no remaining Clearwater Analytics position as of Q2 2026 after selling out during the quarter.
True Wealth Design sold 126 Clearwater Analytics shares in Q2 2026, an estimated $2.98K.
True Wealth Design first reported a position in Clearwater Analytics in Q1 2025 and held it in 4 quarters.
True Wealth Design's Clearwater Analytics position peaked at $3.04K in Q4 2025.
4 funds tracked by Wall St. Rank held Clearwater Analytics as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.