AWM
CWT icon

Abound Wealth Management’s California Water Service CWT Stock Holding History

Abound Wealth Management’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 		– Sell
-4
Closed -$174 – 1519
2025
Q4 		$174 Hold
4
– – ﹤0.01% 1230
2025
Q3 		$184 Hold
4
– – ﹤0.01% 1147
2025
Q2 		$182 Hold
4
– – ﹤0.01% 1073
2025
Q1 		$194 Sell
4
-1
-20% -$45 ﹤0.01% 994
2024
Q4 		$227 Hold
5
– – ﹤0.01% 1008
2024
Q3 		$272 Sell
5
-4
-44% -$212 ﹤0.01% 1004
2024
Q2 		$437 Hold
9
– – ﹤0.01% 867
2024
Q1 		$419 Hold
9
– – ﹤0.01% 965
2023
Q4 		$467 Hold
9
– – ﹤0.01% 943
2023
Q3 		$426 Hold
9
– – ﹤0.01% 860
2023
Q2 		$465 Buy
+9
New +$505 ﹤0.01% 868

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

Abound Wealth Management's CWT Position: Q1 2026 in Review

Abound Wealth Management sold out of California Water Service (CWT) in Q1 2026, closing a stake of 4 shares — an estimated $174 sold.

Abound Wealth Management first reported a position in CWT in Q2 2023 and held it in 11 quarters. The position peaked at $467 in Q4 2023. 337 funds tracked by Wall St. Rank hold CWT as of Q1 2026.

  • Abound Wealth Management reported no remaining California Water Service position as of Q1 2026 after selling out during the quarter.
  • Abound Wealth Management sold 4 California Water Service shares in Q1 2026, an estimated $174.
  • Abound Wealth Management first reported a position in California Water Service in Q2 2023 and held it in 11 quarters.
  • Abound Wealth Management's California Water Service position peaked at $467 in Q4 2023.
  • 337 funds tracked by Wall St. Rank held California Water Service as of Q1 2026.

Based on Abound Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.