AWP
CWT icon

Abacus Wealth Partners’s California Water Service CWT Stock Holding History

Abacus Wealth Partners’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
Q1 		$743K Buy
16,386
+3,867
+31% +$173K 0.07% 143
2025
Q4 		$542K Buy
+12,519
New +$571K 0.05% 200
2024
Q2 		– Sell
-4,359
Closed -$203K – 87
2024
Q1 		$203K Buy
+4,359
New +$204K 0.03% 84

Other funds holding CWT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Abacus Wealth Partners's CWT Position: Q1 2026 in Review

Abacus Wealth Partners increased its California Water Service (CWT) stake by 31% in Q1 2026, buying an estimated $173K and bringing the position to 16,386 shares worth $743K. The position accounts for 0.07% of the portfolio, ranked #143.

Abacus Wealth Partners first reported a position in CWT in Q1 2024 and has held it in 3 quarters since. 337 funds tracked by Wall St. Rank hold CWT as of Q1 2026.

  • Abacus Wealth Partners held 16,386 shares of California Water Service worth $743K as of Q1 2026.
  • Abacus Wealth Partners bought 3,867 California Water Service shares in Q1 2026, an estimated $173K.
  • California Water Service made up 0.07% of Abacus Wealth Partners's portfolio in Q1 2026, its #143 holding.
  • Abacus Wealth Partners first reported a position in California Water Service in Q1 2024 and has held it in 3 quarters since.
  • 337 funds tracked by Wall St. Rank held California Water Service as of Q1 2026.

Based on Abacus Wealth Partners's 13F filing for Q1 2026, filed 24 Apr 2026.