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

Canvas 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	$831K	Sell	17,079 -5,545	-25%	-$250K	0.12%	98
2026 Q1	$1.03M	Sell	22,624 -460	-2%	-$20.6K	0.17%	79
2025 Q4	$1M	Buy	23,084 +2,431	+12%	+$111K	0.17%	72
2025 Q3	$938K	Buy	20,653 +1,097	+6%	+$50.5K	0.17%	75
2025 Q2	$867K	Buy	19,556 +656	+3%	+$31.4K	0.17%	78
2025 Q1	$971K	Buy	18,900 +10,999	+139%	+$499K	0.25%	63
2024 Q4	$358K	Buy	7,901 +2,196	+38%	+$111K	0.09%	118
2024 Q3	$309K	Sell	5,705 -5,988	-51%	-$318K	0.09%	127
2024 Q2	$623K	Sell	11,693 -2,865	-20%	-$139K	0.19%	66
2024 Q1	$643K	Buy	14,558 +6,797	+88%	+$319K	0.22%	59
2023 Q4	$378K	Sell	7,761 -2,353	-23%	-$118K	0.14%	87
2023 Q3	$476K	Buy	10,114 +2,287	+29%	+$116K	0.2%	67
2023 Q2	$414K	Buy	+7,827	New	+$439K	0.15%	78

Other funds holding CWT

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

SOAMC

Spirit of America Management Corp Syosset, New York $530M AUM 36.47% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

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

Canvas Wealth Advisors reduced its California Water Service (CWT) stake by 25% in Q2 2026, selling an estimated $250K and leaving 17,079 shares worth $831K. The position accounts for 0.12% of the portfolio, ranked #98.

Canvas Wealth Advisors first reported a position in CWT in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.03M in Q1 2026. 36 funds tracked by Wall St. Rank hold CWT as of Q2 2026.

Canvas Wealth Advisors held 17,079 shares of California Water Service worth $831K as of Q2 2026.
Canvas Wealth Advisors sold 5,545 California Water Service shares in Q2 2026, an estimated $250K.
California Water Service made up 0.12% of Canvas Wealth Advisors's portfolio in Q2 2026, its #98 holding.
Canvas Wealth Advisors first reported a position in California Water Service in Q2 2023 and has held it in 13 quarters since.
Canvas Wealth Advisors's California Water Service position peaked at $1.03M in Q1 2026.
36 funds tracked by Wall St. Rank held California Water Service as of Q2 2026.

Based on Canvas Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.