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Asset Planning Inc’s California Water Service CWT Stock Holding History

Asset Planning Inc’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
Q1 		$204K Hold
4,500
– – 0.15% 83
2025
Q4 		$195K Hold
4,500
– – 0.14% 83
2025
Q3 		$207K Hold
4,500
– – 0.15% 82
2025
Q2 		$205K Hold
4,500
– – 0.15% 84
2025
Q1 		$218K Hold
4,500
– – 0.17% 77
2024
Q4 		$204K Buy
+4,500
New +$227K 0.16% 78

Other funds holding CWT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Asset Planning Inc's CWT Position: Q1 2026 in Review

Asset Planning Inc held its California Water Service (CWT) position steady in Q1 2026 at 4,500 shares worth $204K. The position accounts for 0.15% of the portfolio, ranked #83.

Asset Planning Inc first reported a position in CWT in Q4 2024 and has held it in 6 quarters since. The position peaked at $218K in Q1 2025. 337 funds tracked by Wall St. Rank hold CWT as of Q1 2026.

  • Asset Planning Inc held 4,500 shares of California Water Service worth $204K as of Q1 2026.
  • Asset Planning Inc left its California Water Service share count unchanged in Q1 2026.
  • California Water Service made up 0.15% of Asset Planning Inc's portfolio in Q1 2026, its #83 holding.
  • Asset Planning Inc first reported a position in California Water Service in Q4 2024 and has held it in 6 quarters since.
  • Asset Planning Inc's California Water Service position peaked at $218K in Q1 2025.
  • 337 funds tracked by Wall St. Rank held California Water Service as of Q1 2026.

Based on Asset Planning Inc's 13F filing for Q1 2026, filed 23 Apr 2026.