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Clearw.a.hld. shares owned by Portside Wealth Group

Quarter-by-quarter ownership of Clearw.a.hld. (CWAN) shares owned by Portside Wealth Group from 13F filings

Historical chart of Portside Wealth Group investment in Clearw.a.hld.

Tip: Access up to 7 years of quarterly data

All positions including Clearw.a.hld. held by Portside Wealth Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Clearw.a.hld. by Portside Wealth Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $286k 16k 18.02
2025-06-30 $213k 9.7k 21.93
2025-03-31 $206k 7.7k 26.80
2023-06-30 $1.2M 78k 15.87

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Top funds holding Clearw.a.hld.

Vanguard Group
BlackRock
Wellington Management Company
Daniel D. Thurber
William Blair Investment Management
Bamco
William Blair $ Company
Jpmorgan Chase & Co
Conestoga Capital Advisors
Geode Capital Management
State Street Corporation
HMI Capital
Macquarie Group
UBS Group
Morgan Stanley

View all funds holding Clearw.a.hld.