CPG
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Cornerstone Planning Group’s California Water Service CWT Stock Holding History

Cornerstone Planning Group’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 		$561 Buy
+11
New +$496 ﹤0.01% 1663
2025
Q4 		– Sell
-6
Closed -$271 – 1743
2025
Q3 		$271 Hold
6
– – ﹤0.01% 1592
2025
Q2 		$278 Buy
+6
New +$287 ﹤0.01% 1433

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

Cornerstone Planning Group's CWT Position: Q2 2026 in Review

Cornerstone Planning Group opened a new position in California Water Service (CWT) in Q2 2026: 11 shares worth $561. The stake represents ﹤0.01% of the portfolio and ranks #1663 among its holdings. This is a return to the name: Cornerstone Planning Group previously reported a position in CWT as recently as Q3 2025.

Cornerstone Planning Group first reported a position in CWT in Q2 2025 and has held it in 3 quarters since. 159 funds tracked by Wall St. Rank hold CWT as of Q2 2026.

  • Cornerstone Planning Group held 11 shares of California Water Service worth $561 as of Q2 2026.
  • California Water Service was a new Cornerstone Planning Group position in Q2 2026.
  • California Water Service made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1663 holding.
  • Cornerstone Planning Group first reported a position in California Water Service in Q2 2025 and has held it in 3 quarters since.
  • 159 funds tracked by Wall St. Rank held California Water Service as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.