Action Point Financial Planning’s California Water Service CWT Stock Holding History

Action Point Financial Planning’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	$926	Buy	+19	New	+$857	﹤0.01%	2507

Other funds holding CWT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Action Point Financial Planning's CWT Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in California Water Service (CWT) in Q2 2026: 19 shares worth $926. The stake represents ﹤0.01% of the portfolio and ranks #2507 among its holdings.

343 funds tracked by Wall St. Rank hold CWT as of Q2 2026.

Action Point Financial Planning held 19 shares of California Water Service worth $926 as of Q2 2026.
California Water Service was a new Action Point Financial Planning position in Q2 2026.
California Water Service made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #2507 holding.
343 funds tracked by Wall St. Rank held California Water Service as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.