Compass Financial Management’s California Water Service CWT Stock Holding History

Compass Financial 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	$10.6K	Buy	+217	New	+$9.79K	﹤0.01%	1037

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 $413B AUM 44.57% 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

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Nuance Investments Kansas City, Missouri $588M AUM 6.93% 1-Year Est. Return

Compass Financial Management's CWT Position: Q2 2026 in Review

Compass Financial Management opened a new position in California Water Service (CWT) in Q2 2026: 217 shares worth $10.6K. The stake represents ﹤0.01% of the portfolio and ranks #1037 among its holdings.

329 funds tracked by Wall St. Rank hold CWT as of Q2 2026.

Compass Financial Management held 217 shares of California Water Service worth $10.6K as of Q2 2026.
California Water Service was a new Compass Financial Management position in Q2 2026.
California Water Service made up ﹤0.01% of Compass Financial Management's portfolio in Q2 2026, its #1037 holding.
329 funds tracked by Wall St. Rank held California Water Service as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.