Anchor Investment Management’s California Water Service CWT Stock Holding History

Anchor Investment 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 Q2	$17.3K	Buy	+356	New	+$16.1K	﹤0.01%	795

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 $416B AUM 44.19% 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

Anchor Investment Management's CWT Position: Q2 2026 in Review

Anchor Investment Management opened a new position in California Water Service (CWT) in Q2 2026: 356 shares worth $17.3K. The stake represents ﹤0.01% of the portfolio and ranks #795 among its holdings.

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

Anchor Investment Management held 356 shares of California Water Service worth $17.3K as of Q2 2026.
California Water Service was a new Anchor Investment Management position in Q2 2026.
California Water Service made up ﹤0.01% of Anchor Investment Management's portfolio in Q2 2026, its #795 holding.
346 funds tracked by Wall St. Rank held California Water Service as of Q2 2026.

Based on Anchor Investment Management's 13F filing for Q2 2026, filed 15 Sep 2026.