Rothwell Investment Advisors, LLC’s California Water Service CWT Stock Holding History

Rothwell Investment Advisors, 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	$12.7K	Buy	+274	New	+$13.6K	0.01%	724

Other funds holding CWT

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Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Nuance Investments Kansas City, Missouri $544M AUM 7.57% 1-Year Est. Return

Antipodes Partners Royal Exchange, Australia $5.43B AUM 15.86% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Rothwell Investment Advisors, LLC's CWT Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in California Water Service (CWT) in Q3 2026: 274 shares worth $12.7K. The stake represents 0.01% of the portfolio and ranks #724 among its holdings.

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

Rothwell Investment Advisors, LLC held 274 shares of California Water Service worth $12.7K as of Q3 2026.
California Water Service was a new Rothwell Investment Advisors, LLC position in Q3 2026.
California Water Service made up 0.01% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #724 holding.
162 funds tracked by Wall St. Rank held California Water Service as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.