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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
Q2 		– Sell
-16,386
Closed -$743K – 370
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

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Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AIP
Atlas Infrastructure Partners London, United Kingdom $3.3B AUM 16.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Abacus Wealth Partners's CWT Position: Q2 2026 in Review

Abacus Wealth Partners sold out of California Water Service (CWT) in Q2 2026, closing a stake of 16,386 shares — an estimated $743K sold.

Abacus Wealth Partners first reported a position in CWT in Q1 2024 and held it in 3 quarters. The position peaked at $743K in Q1 2026. 345 funds tracked by Wall St. Rank hold CWT as of Q2 2026.

  • Abacus Wealth Partners reported no remaining California Water Service position as of Q2 2026 after selling out during the quarter.
  • Abacus Wealth Partners sold 16,386 California Water Service shares in Q2 2026, an estimated $743K.
  • Abacus Wealth Partners first reported a position in California Water Service in Q1 2024 and held it in 3 quarters.
  • Abacus Wealth Partners's California Water Service position peaked at $743K in Q1 2026.
  • 345 funds tracked by Wall St. Rank held California Water Service as of Q2 2026.

Based on Abacus Wealth Partners's 13F filing for Q2 2026, filed 22 Jul 2026.