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Bay Harbor Wealth Management’s California Water Service CWT Stock Holding History

Bay Harbor Wealth 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
Q1 		$453 Buy
10
+4
+67% +$179 ﹤0.01% 1022
2025
Q4 		$259 Hold
6
– – ﹤0.01% 1064
2025
Q3 		$275 Buy
6
+4
+200% +$184 ﹤0.01% 942
2025
Q2 		$90 Buy
2
+1
+100% +$48 ﹤0.01% 1118
2025
Q1 		$48 Buy
+1
New +$45 ﹤0.01% 1031

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

Bay Harbor Wealth Management's CWT Position: Q1 2026 in Review

Bay Harbor Wealth Management increased its California Water Service (CWT) stake by 67% in Q1 2026, buying an estimated $179 and bringing the position to 10 shares worth $453. The position accounts for ﹤0.01% of the portfolio, ranked #1022.

Bay Harbor Wealth Management first reported a position in CWT in Q1 2025 and has held it in 5 quarters since. 337 funds tracked by Wall St. Rank hold CWT as of Q1 2026.

  • Bay Harbor Wealth Management held 10 shares of California Water Service worth $453 as of Q1 2026.
  • Bay Harbor Wealth Management bought 4 California Water Service shares in Q1 2026, an estimated $179.
  • California Water Service made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q1 2026, its #1022 holding.
  • Bay Harbor Wealth Management first reported a position in California Water Service in Q1 2025 and has held it in 5 quarters since.
  • 337 funds tracked by Wall St. Rank held California Water Service as of Q1 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.