Capital Advisors Ltd’s California Water Service CWT Stock Holding History

Capital Advisors Ltd’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	$30K	Buy	608 +246	+68%	+$11.1K	﹤0.01%	600
2026 Q1	$16K	Hold	362	–	–	﹤0.01%	715
2025 Q4	$16K	Hold	362	–	–	﹤0.01%	697
2025 Q3	$17K	Hold	362	–	–	﹤0.01%	682
2025 Q2	$16K	Hold	362	–	–	﹤0.01%	678
2025 Q1	$18K	Hold	362	–	–	﹤0.01%	626
2024 Q4	$16K	Hold	362	–	–	﹤0.01%	657
2024 Q3	$20K	Hold	362	–	–	﹤0.01%	610
2024 Q2	$18K	Hold	362	–	–	﹤0.01%	609
2024 Q1	$17K	Hold	362	–	–	﹤0.01%	610
2023 Q4	$19K	Hold	362	–	–	﹤0.01%	574
2023 Q3	$17K	Hold	362	–	–	﹤0.01%	583
2023 Q2	$19K	Buy	362 +326	+906%	+$18.3K	﹤0.01%	578
2023 Q1	$2K	Sell	36 -330	-90%	-$19.6K	﹤0.01%	877
2022 Q4	$0	Buy	+366	New	+$22K	﹤0.01%	1296

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

Capital Advisors Ltd's CWT Position: Q2 2026 in Review

Capital Advisors Ltd increased its California Water Service (CWT) stake by 68% in Q2 2026, buying an estimated $11.1K and bringing the position to 608 shares worth $30K. The position accounts for ﹤0.01% of the portfolio, ranked #600.

Capital Advisors Ltd first reported a position in CWT in Q4 2022 and has held it in 15 quarters since. 345 funds tracked by Wall St. Rank hold CWT as of Q2 2026.

Capital Advisors Ltd held 608 shares of California Water Service worth $30K as of Q2 2026.
Capital Advisors Ltd bought 246 California Water Service shares in Q2 2026, an estimated $11.1K.
California Water Service made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #600 holding.
Capital Advisors Ltd first reported a position in California Water Service in Q4 2022 and has held it in 15 quarters since.
345 funds tracked by Wall St. Rank held California Water Service as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.