BWA
CWT icon

Basecamp Wealth Advisors’s California Water Service CWT Stock Holding History

Basecamp Wealth Advisors’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 		$7.35K Buy
151
+5
+3% +$225 ﹤0.01% 1079
2026
Q1 		$6.62K Sell
146
-3
-2% -$135 ﹤0.01% 1128
2025
Q4 		$6.46K Buy
+149
New +$6.79K ﹤0.01% 1100

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 $3.37T AUM 44.26% 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

Basecamp Wealth Advisors's CWT Position: Q2 2026 in Review

Basecamp Wealth Advisors increased its California Water Service (CWT) stake by 3.4% in Q2 2026, buying an estimated $225 and bringing the position to 151 shares worth $7.35K. The position accounts for ﹤0.01% of the portfolio, ranked #1079.

Basecamp Wealth Advisors first reported a position in CWT in Q4 2025 and has held it in 3 quarters since. 344 funds tracked by Wall St. Rank hold CWT as of Q2 2026.

  • Basecamp Wealth Advisors held 151 shares of California Water Service worth $7.35K as of Q2 2026.
  • Basecamp Wealth Advisors bought 5 California Water Service shares in Q2 2026, an estimated $225.
  • California Water Service made up ﹤0.01% of Basecamp Wealth Advisors's portfolio in Q2 2026, its #1079 holding.
  • Basecamp Wealth Advisors first reported a position in California Water Service in Q4 2025 and has held it in 3 quarters since.
  • 344 funds tracked by Wall St. Rank held California Water Service as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.