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Clearstead Advisors’s Consolidated Water Co CWCO Stock Holding History

Clearstead Advisors’s Portfolio CWCO Stock Details CWCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$915 Buy
+31
New +$972 ﹤0.01% 2726
2020
Q2 		– Sell
-1,614
Closed -$26K – 793
2020
Q1 		$26K Buy
+1,614
New +$26.9K ﹤0.01% 482

Other funds holding CWCO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.39B AUM 53.77% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
TCMG
TSP Capital Management Group Summit, New Jersey $418M AUM 68.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $2.25B AUM 44.61% 1-Year Est. Return

Clearstead Advisors's CWCO Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Consolidated Water Co (CWCO) in Q2 2026: 31 shares worth $915. The stake represents ﹤0.01% of the portfolio and ranks #2726 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in CWCO as recently as Q1 2020.

Clearstead Advisors first reported a position in CWCO in Q1 2020 and has held it in 2 quarters since. The position peaked at $26K in Q1 2020. 167 funds tracked by Wall St. Rank hold CWCO as of Q2 2026.

  • Clearstead Advisors held 31 shares of Consolidated Water Co worth $915 as of Q2 2026.
  • Consolidated Water Co was a new Clearstead Advisors position in Q2 2026.
  • Consolidated Water Co made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2726 holding.
  • Clearstead Advisors first reported a position in Consolidated Water Co in Q1 2020 and has held it in 2 quarters since.
  • Clearstead Advisors's Consolidated Water Co position peaked at $26K in Q1 2020.
  • 167 funds tracked by Wall St. Rank held Consolidated Water Co as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.