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Superior Planning, LLC’s California Water Service CWT Stock Holding History

Superior Planning, LLC’s Portfolio CWT Stock Details CWT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$15.4K Buy
+332
New +$16.4K 0.01% 781

Other funds holding CWT

Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Nuance Investments
Nuance Investments Kansas City, Missouri $544M AUM 7.57% 1-Year Est. Return
Antipodes Partners
Antipodes Partners Royal Exchange, Australia $5.43B AUM 15.86% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Superior Planning, LLC's CWT Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in California Water Service (CWT) in Q3 2026: 332 shares worth $15.4K. The stake represents 0.01% of the portfolio and ranks #781 among its holdings.

247 funds tracked by Wall St. Rank hold CWT as of Q3 2026.

  • Superior Planning, LLC held 332 shares of California Water Service worth $15.4K as of Q3 2026.
  • California Water Service was a new Superior Planning, LLC position in Q3 2026.
  • California Water Service made up 0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #781 holding.
  • 247 funds tracked by Wall St. Rank held California Water Service as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.