Beaird Harris Wealth Management’s California Water Service CWT Stock Holding History

Beaird Harris 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 Q2	–	Sell	-846	Closed	-$38.4K	–	717
2026 Q1	$38.4K	Hold	846	–	–	﹤0.01%	266
2025 Q4	$36.7K	Hold	846	–	–	﹤0.01%	286
2025 Q3	$38.8K	Hold	846	–	–	﹤0.01%	278
2025 Q2	$38.5K	Hold	846	–	–	﹤0.01%	274
2025 Q1	$41K	Hold	846	–	–	﹤0.01%	238
2024 Q4	$38.3K	Hold	846	–	–	﹤0.01%	251
2024 Q3	$45.9K	Hold	846	–	–	﹤0.01%	235
2024 Q2	$41K	Hold	846	–	–	﹤0.01%	238
2024 Q1	$39.3K	Hold	846	–	–	﹤0.01%	218
2023 Q4	$43.9K	Buy	846 +2	+0.2%	+$101	﹤0.01%	197
2023 Q3	$39.9K	Buy	844 +2	+0.2%	+$101	﹤0.01%	185
2023 Q2	$43.5K	Buy	842 +2	+0.2%	+$112	0.01%	177
2023 Q1	$48.9K	Buy	840 +2	+0.2%	+$119	0.01%	170
2022 Q4	$50.8K	Buy	838 +2	+0.2%	+$120	0.01%	174
2022 Q3	$44K	Buy	836 +1	+0.1%	+$59	0.01%	166
2022 Q2	$46K	Buy	835 +2	+0.2%	+$108	0.01%	141
2022 Q1	$49K	Buy	833 +2	+0.2%	+$121	0.02%	192
2021 Q4	$60K	Buy	+831	New	+$53.4K	0.02%	212

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

Beaird Harris Wealth Management's CWT Position: Q2 2026 in Review

Beaird Harris Wealth Management sold out of California Water Service (CWT) in Q2 2026, closing a stake of 846 shares — an estimated $38.4K sold.

Beaird Harris Wealth Management first reported a position in CWT in Q4 2021 and held it in 18 quarters. The position peaked at $60K in Q4 2021. 345 funds tracked by Wall St. Rank hold CWT as of Q2 2026.

Beaird Harris Wealth Management reported no remaining California Water Service position as of Q2 2026 after selling out during the quarter.
Beaird Harris Wealth Management sold 846 California Water Service shares in Q2 2026, an estimated $38.4K.
Beaird Harris Wealth Management first reported a position in California Water Service in Q4 2021 and held it in 18 quarters.
Beaird Harris Wealth Management's California Water Service position peaked at $60K in Q4 2021.
345 funds tracked by Wall St. Rank held California Water Service as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.