Wells Fargo
CWAN

Wells Fargo’s Clearwater Analytics CWAN Stock Holding History

Wells Fargo’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
-122,912
Closed -$2.91M – 7358
2026
Q1 		$2.91M Sell
122,912
-350,266
-74% -$8.29M ﹤0.01% 2991
2025
Q4 		$11.4M Buy
473,178
+148,746
+46% +$2.98M ﹤0.01% 1933
2025
Q3 		$5.85M Sell
324,432
-916,531
-74% -$18.6M ﹤0.01% 2441
2025
Q2 		$27.2M Buy
1,240,963
+80,021
+7% +$1.84M 0.01% 1202
2025
Q1 		$31.1M Sell
1,160,942
-4,885
-0.4% -$137K 0.01% 1051
2024
Q4 		$32.1M Sell
1,165,827
-33,436
-3% -$949K 0.01% 1047
2024
Q3 		$30.3M Sell
1,199,263
-21,705
-2% -$488K 0.01% 1048
2024
Q2 		$22.6M Buy
1,220,968
+40,091
+3% +$723K 0.01% 1175
2024
Q1 		$20.9M Sell
1,180,877
-11,338
-1% -$211K 0.01% 1202
2023
Q4 		$23.9M Buy
1,192,215
+622,365
+109% +$12.3M 0.01% 1073
2023
Q3 		$11M Buy
569,850
+2,016
+0.4% +$35.6K ﹤0.01% 1491
2023
Q2 		$9.01M Buy
567,834
+4,304
+0.8% +$67.9K ﹤0.01% 1677
2023
Q1 		$8.99M Buy
563,530
+55,038
+11% +$963K ﹤0.01% 1672
2022
Q4 		$9.53M Sell
508,492
-58,847
-10% -$1.02M ﹤0.01% 1582
2022
Q3 		$9.53M Sell
567,339
-15,336
-3% -$224K ﹤0.01% 1556
2022
Q2 		$7.01M Sell
582,675
-73,775
-11% -$1.19M ﹤0.01% 1823
2022
Q1 		$13.8M Buy
656,450
+164,416
+33% +$3.07M ﹤0.01% 1584
2021
Q4 		$11.3M Buy
492,034
+437,366
+800% +$9.88M ﹤0.01% 1769
2021
Q3 		$1.4M Buy
+54,668
New +$1.4M ﹤0.01% 3952

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

Wells Fargo's CWAN Position: Q2 2026 in Review

Wells Fargo sold out of Clearwater Analytics (CWAN) in Q2 2026, closing a stake of 122,912 shares — an estimated $2.91M sold.

Wells Fargo first reported a position in CWAN in Q3 2021 and held it in 19 quarters. The position peaked at $32.1M in Q4 2024. 4 funds tracked by Wall St. Rank hold CWAN as of Q2 2026.

  • Wells Fargo reported no remaining Clearwater Analytics position as of Q2 2026 after selling out during the quarter.
  • Wells Fargo sold 122,912 Clearwater Analytics shares in Q2 2026, an estimated $2.91M.
  • Wells Fargo first reported a position in Clearwater Analytics in Q3 2021 and held it in 19 quarters.
  • Wells Fargo's Clearwater Analytics position peaked at $32.1M in Q4 2024.
  • 4 funds tracked by Wall St. Rank held Clearwater Analytics as of Q2 2026.

Based on Wells Fargo's 13F filing for Q2 2026, filed 14 Aug 2026.