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American Institute for Advanced Investment Management’s Consolidated Water Co CWCO Stock Holding History

American Institute for Advanced Investment Management’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 		$245K Hold
8,295
– – 0.14% 149
2026
Q1 		$275K Sell
8,295
-335
-4% -$12K 0.18% 132
2025
Q4 		$305K Sell
8,630
-90
-1% -$3.14K 0.2% 114
2025
Q3 		$308K Sell
8,720
-400
-4% -$12.7K 0.2% 113
2025
Q2 		$274K Sell
9,120
-475
-5% -$12.3K 0.19% 114
2025
Q1 		$235K Sell
9,595
-700
-7% -$18.6K 0.18% 122
2024
Q4 		$267K Sell
10,295
-225
-2% -$5.73K 0.2% 112
2024
Q3 		$265K Sell
10,520
-600
-5% -$16K 0.19% 120
2024
Q2 		$295K Hold
11,120
– – 0.23% 105
2024
Q1 		$326K Hold
11,120
– – 0.26% 98
2023
Q4 		$396K Hold
11,120
– – 0.35% 77
2023
Q3 		$316K Sell
11,120
-140
-1% -$3.45K 0.29% 86
2023
Q2 		$273K Buy
11,260
+650
+6% +$12.6K 0.24% 99
2023
Q1 		$174K Buy
+10,610
New +$158K 0.19% 97
2022
Q1 		– Sell
-14,510
Closed -$154K – 123
2021
Q4 		$154K Sell
14,510
-12,150
-46% -$136K 0.1% 123
2021
Q3 		$304K Buy
+26,660
New +$321K 0.22% 93

Other funds holding CWCO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.39B AUM 53.77% 1-Year Est. Return
Vanguard Capital Management
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $2.25B AUM 44.61% 1-Year Est. Return

American Institute for Advanced Investment Management's CWCO Position: Q2 2026 in Review

American Institute for Advanced Investment Management held its Consolidated Water Co (CWCO) position steady in Q2 2026 at 8,295 shares worth $245K. The position accounts for 0.14% of the portfolio, ranked #149.

American Institute for Advanced Investment Management first reported a position in CWCO in Q3 2021 and has held it in 16 quarters since. The position peaked at $396K in Q4 2023. 166 funds tracked by Wall St. Rank hold CWCO as of Q2 2026.

  • American Institute for Advanced Investment Management held 8,295 shares of Consolidated Water Co worth $245K as of Q2 2026.
  • American Institute for Advanced Investment Management left its Consolidated Water Co share count unchanged in Q2 2026.
  • Consolidated Water Co made up 0.14% of American Institute for Advanced Investment Management's portfolio in Q2 2026, its #149 holding.
  • American Institute for Advanced Investment Management first reported a position in Consolidated Water Co in Q3 2021 and has held it in 16 quarters since.
  • American Institute for Advanced Investment Management's Consolidated Water Co position peaked at $396K in Q4 2023.
  • 166 funds tracked by Wall St. Rank held Consolidated Water Co as of Q2 2026.

Based on American Institute for Advanced Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.