Advisornet Financial’s Consolidated Water Co CWCO Stock Holding History

Advisornet Financial’s Portfolio CWCO Stock Details CWCO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$59K	Hold	2,000	–	–	﹤0.01%	1067
2026 Q1	$66.2K	Hold	2,000	–	–	﹤0.01%	953
2025 Q4	$70.6K	Hold	2,000	–	–	﹤0.01%	941
2025 Q3	$70.6K	Hold	2,000	–	–	﹤0.01%	914
2025 Q2	$60K	Hold	2,000	–	–	﹤0.01%	936
2025 Q1	$49K	Hold	2,000	–	–	﹤0.01%	946
2024 Q4	$51.8K	Hold	2,000	–	–	﹤0.01%	875
2024 Q3	$50.4K	Hold	2,000	–	–	﹤0.01%	904
2024 Q2	$53.1K	Hold	2,000	–	–	﹤0.01%	802
2024 Q1	$58.6K	Hold	2,000	–	–	0.01%	761
2023 Q4	$71.2K	Buy	+2,000	New	+$65.9K	0.01%	722

Other funds holding CWCO

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AltraVue Capital Bellevue, Washington $1.39B AUM 53.77% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

TCMG

TSP Capital Management Group Summit, New Jersey $418M AUM 68.45% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Heartland Advisors Milwaukee, Wisconsin $2.25B AUM 44.61% 1-Year Est. Return

Advisornet Financial's CWCO Position: Q2 2026 in Review

Advisornet Financial held its Consolidated Water Co (CWCO) position steady in Q2 2026 at 2,000 shares worth $59K. The position accounts for ﹤0.01% of the portfolio, ranked #1067.

Advisornet Financial first reported a position in CWCO in Q4 2023 and has held it in 11 quarters since. The position peaked at $71.2K in Q4 2023. 166 funds tracked by Wall St. Rank hold CWCO as of Q2 2026.

Advisornet Financial held 2,000 shares of Consolidated Water Co worth $59K as of Q2 2026.
Advisornet Financial left its Consolidated Water Co share count unchanged in Q2 2026.
Consolidated Water Co made up ﹤0.01% of Advisornet Financial's portfolio in Q2 2026, its #1067 holding.
Advisornet Financial first reported a position in Consolidated Water Co in Q4 2023 and has held it in 11 quarters since.
Advisornet Financial's Consolidated Water Co position peaked at $71.2K in Q4 2023.
166 funds tracked by Wall St. Rank held Consolidated Water Co as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.