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Ankerstar Wealth’s California Water Service CWT Stock Holding History

Ankerstar Wealth’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 		$243 Sell
5
-7
-58% -$316 ﹤0.01% 857
2026
Q1 		$544 Hold
12
– – ﹤0.01% 600
2025
Q4 		$520 Buy
+12
New +$547 ﹤0.01% 643

Other funds holding CWT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ankerstar Wealth's CWT Position: Q2 2026 in Review

Ankerstar Wealth reduced its California Water Service (CWT) stake by 58% in Q2 2026, selling an estimated $316 and leaving 5 shares worth $243. The position accounts for ﹤0.01% of the portfolio, ranked #857.

Ankerstar Wealth first reported a position in CWT in Q4 2025 and has held it in 3 quarters since. The position peaked at $544 in Q1 2026. 346 funds tracked by Wall St. Rank hold CWT as of Q2 2026.

  • Ankerstar Wealth held 5 shares of California Water Service worth $243 as of Q2 2026.
  • Ankerstar Wealth sold 7 California Water Service shares in Q2 2026, an estimated $316.
  • California Water Service made up ﹤0.01% of Ankerstar Wealth's portfolio in Q2 2026, its #857 holding.
  • Ankerstar Wealth first reported a position in California Water Service in Q4 2025 and has held it in 3 quarters since.
  • Ankerstar Wealth's California Water Service position peaked at $544 in Q1 2026.
  • 346 funds tracked by Wall St. Rank held California Water Service as of Q2 2026.

Based on Ankerstar Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.