Clarity Asset Management’s California Water Service CWT Stock Holding History

Clarity Asset 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	-672	Closed	-$30.5K	–	110
2026 Q1	$30.5K	Buy	672 +67	+11%	+$3.01K	0.02%	158
2025 Q4	$26.2K	Buy	605 +4	+0.7%	+$182	0.01%	146
2025 Q3	$27.6K	Buy	601 +4	+0.7%	+$184	0.02%	147
2025 Q2	$27.2K	Sell	597 -75	-11%	-$3.59K	0.02%	151
2025 Q1	$32.5K	Sell	672 -183	-21%	-$8.31K	0.02%	102
2024 Q4	$38.8K	Buy	855 +4	+0.5%	+$202	0.03%	109
2024 Q3	$46.1K	Sell	851 -5	-0.6%	-$265	0.03%	88
2024 Q2	$41.5K	Sell	856 -19	-2%	-$923	0.03%	92
2024 Q1	$40.7K	Buy	875 +102	+13%	+$4.78K	0.03%	105
2023 Q4	$40.1K	Buy	+773	New	+$38.9K	0.03%	105

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

CWA

Canvas Wealth Advisors Shawnee, Kansas $717M AUM 41.56% 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

Clarity Asset Management's CWT Position: Q2 2026 in Review

Clarity Asset Management sold out of California Water Service (CWT) in Q2 2026, closing a stake of 672 shares — an estimated $30.5K sold.

Clarity Asset Management first reported a position in CWT in Q4 2023 and held it in 10 quarters. The position peaked at $46.1K in Q3 2024. 37 funds tracked by Wall St. Rank hold CWT as of Q2 2026.

Clarity Asset Management reported no remaining California Water Service position as of Q2 2026 after selling out during the quarter.
Clarity Asset Management sold 672 California Water Service shares in Q2 2026, an estimated $30.5K.
Clarity Asset Management first reported a position in California Water Service in Q4 2023 and held it in 10 quarters.
Clarity Asset Management's California Water Service position peaked at $46.1K in Q3 2024.
37 funds tracked by Wall St. Rank held California Water Service as of Q2 2026.

Based on Clarity Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.