CAM
CWT icon

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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Costello Asset Management's CWT Position: Q1 2026 in Review

Costello Asset Management increased its California Water Service (CWT) stake by 0.37% in Q1 2026, buying an estimated $45 and bringing the position to 274 shares worth $12.4K. The position accounts for ﹤0.01% of the portfolio, ranked #453.

Costello Asset Management first reported a position in CWT in Q1 2025 and has held it in 5 quarters since. The position peaked at $13.1K in Q1 2025. 337 funds tracked by Wall St. Rank hold CWT as of Q1 2026.

  • Costello Asset Management held 274 shares of California Water Service worth $12.4K as of Q1 2026.
  • Costello Asset Management bought 1 California Water Service share in Q1 2026, an estimated $45.
  • California Water Service made up ﹤0.01% of Costello Asset Management's portfolio in Q1 2026, its #453 holding.
  • Costello Asset Management first reported a position in California Water Service in Q1 2025 and has held it in 5 quarters since.
  • Costello Asset Management's California Water Service position peaked at $13.1K in Q1 2025.
  • 337 funds tracked by Wall St. Rank held California Water Service as of Q1 2026.

Based on Costello Asset Management's 13F filing for Q1 2026, filed 30 Apr 2026.