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Clearstead Advisors’s California Water Service CWT Stock Holding History

Clearstead 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 		$22.6K Buy
+464
New +$20.9K ﹤0.01% 1762
2025
Q4 		– Sell
-626
Closed -$28.7K – 2867
2025
Q3 		$28.7K Buy
626
+193
+45% +$8.88K ﹤0.01% 1482
2025
Q2 		$19.7K Buy
+433
New +$20.7K ﹤0.01% 1630

Other funds holding CWT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $588M AUM 6.93% 1-Year Est. Return
AP
Antipodes Partners Royal Exchange, Australia $5.46B AUM 26.64% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
TIM
Triodos Investment Management Driebergen-Rijsenburg, Netherlands $1.64B AUM 37.98% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

Clearstead Advisors's CWT Position: Q2 2026 in Review

Clearstead Advisors opened a new position in California Water Service (CWT) in Q2 2026: 464 shares worth $22.6K. The stake represents ﹤0.01% of the portfolio and ranks #1762 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in CWT as recently as Q3 2025.

Clearstead Advisors first reported a position in CWT in Q2 2025 and has held it in 3 quarters since. The position peaked at $28.7K in Q3 2025. 159 funds tracked by Wall St. Rank hold CWT as of Q2 2026.

  • Clearstead Advisors held 464 shares of California Water Service worth $22.6K as of Q2 2026.
  • California Water Service was a new Clearstead Advisors position in Q2 2026.
  • California Water Service made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1762 holding.
  • Clearstead Advisors first reported a position in California Water Service in Q2 2025 and has held it in 3 quarters since.
  • Clearstead Advisors's California Water Service position peaked at $28.7K in Q3 2025.
  • 159 funds tracked by Wall St. Rank held California Water Service as of Q2 2026.

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