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Costello Asset Management’s California Water Service CWT Stock Holding History

Costello Asset 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 		$13.4K Buy
275
+1
+0.4% +$45 ﹤0.01% 458
2026
Q1 		$12.4K Buy
274
+1
+0.4% +$45 ﹤0.01% 453
2025
Q4 		$11.8K Buy
273
+1
+0.4% +$46 ﹤0.01% 442
2025
Q3 		$12.5K Buy
272
+2
+0.7% +$92 ﹤0.01% 443
2025
Q2 		$12.3K Buy
270
+1
+0.4% +$48 ﹤0.01% 450
2025
Q1 		$13.1K Buy
+269
New +$12.2K 0.01% 419

Other funds holding CWT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AIP
Atlas Infrastructure Partners London, United Kingdom $3.3B AUM 16.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Costello Asset Management's CWT Position: Q2 2026 in Review

Costello Asset Management increased its California Water Service (CWT) stake by 0.36% in Q2 2026, buying an estimated $45 and bringing the position to 275 shares worth $13.4K. The position accounts for ﹤0.01% of the portfolio, ranked #458.

Costello Asset Management first reported a position in CWT in Q1 2025 and has held it in 6 quarters since. 345 funds tracked by Wall St. Rank hold CWT as of Q2 2026.

  • Costello Asset Management held 275 shares of California Water Service worth $13.4K as of Q2 2026.
  • Costello Asset Management bought 1 California Water Service share in Q2 2026, an estimated $45.
  • California Water Service made up ﹤0.01% of Costello Asset Management's portfolio in Q2 2026, its #458 holding.
  • Costello Asset Management first reported a position in California Water Service in Q1 2025 and has held it in 6 quarters since.
  • 345 funds tracked by Wall St. Rank held California Water Service as of Q2 2026.

Based on Costello Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.