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Cornerstone Planning Group’s Consolidated Water Co CWCO Stock Holding History

Cornerstone Planning Group’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
2025
Q4 		– Sell
-6
Closed -$203 – 1741
2025
Q3 		$203 Hold
6
– – ﹤0.01% 1607
2025
Q2 		$175 Buy
+6
New +$155 ﹤0.01% 1464

Other funds holding CWCO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
TCMG
TSP Capital Management Group Summit, New Jersey $418M AUM 68.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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 $63.9B AUM 45.56% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Cornerstone Planning Group's CWCO Position: Q4 2025 in Review

Cornerstone Planning Group sold out of Consolidated Water Co (CWCO) in Q4 2025, closing a stake of 6 shares — an estimated $203 sold.

Cornerstone Planning Group first reported a position in CWCO in Q2 2025 and held it in 2 quarters. The position peaked at $203 in Q3 2025. 172 funds tracked by Wall St. Rank hold CWCO as of Q4 2025.

  • Cornerstone Planning Group reported no remaining Consolidated Water Co position as of Q4 2025 after selling out during the quarter.
  • Cornerstone Planning Group sold 6 Consolidated Water Co shares in Q4 2025, an estimated $203.
  • Cornerstone Planning Group first reported a position in Consolidated Water Co in Q2 2025 and held it in 2 quarters.
  • Cornerstone Planning Group's Consolidated Water Co position peaked at $203 in Q3 2025.
  • 172 funds tracked by Wall St. Rank held Consolidated Water Co as of Q4 2025.

Based on Cornerstone Planning Group's 13F filing for Q4 2025, filed 2 Feb 2026.