CFD
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Creative Financial Designs’s California Water Service CWT Stock Holding History

Creative Financial Designs’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 		$10.9K Sell
241
-362
-60% -$16.2K ﹤0.01% 1384
2025
Q4 		$26.1K Sell
603
-1,724
-74% -$78.6K ﹤0.01% 1077
2025
Q3 		$107K Sell
2,327
-10,558
-82% -$486K 0.01% 631
2025
Q2 		$586K Sell
12,885
-363
-3% -$17.4K 0.04% 299
2025
Q1 		$642K Buy
13,248
+582
+5% +$26.4K 0.05% 254
2024
Q4 		$574K Buy
12,666
+625
+5% +$31.6K 0.05% 267
2024
Q3 		$653K Buy
12,041
+316
+3% +$16.8K 0.06% 253
2024
Q2 		$569K Buy
11,725
+866
+8% +$42.1K 0.05% 255
2024
Q1 		$505K Buy
10,859
+1,926
+22% +$90.3K 0.05% 264
2023
Q4 		$463K Buy
8,933
+1,332
+18% +$67K 0.05% 255
2023
Q3 		$360K Buy
7,601
+558
+8% +$28.3K 0.04% 260
2023
Q2 		$364K Buy
7,043
+110
+2% +$6.17K 0.04% 253
2023
Q1 		$404K Buy
6,933
+63
+0.9% +$3.74K 0.05% 233
2022
Q4 		$417K Buy
6,870
+434
+7% +$26.1K 0.06% 222
2022
Q3 		$339K Buy
6,436
+372
+6% +$21.8K 0.06% 230
2022
Q2 		$337K Buy
6,064
+425
+8% +$22.9K 0.06% 226
2022
Q1 		$334K Buy
5,639
+83
+1% +$5K 0.05% 234
2021
Q4 		$399K Buy
5,556
+252
+5% +$16.2K 0.06% 215
2021
Q3 		$313K Buy
5,304
+286
+6% +$17.6K 0.05% 237
2021
Q2 		$279K Buy
5,018
+114
+2% +$6.58K 0.05% 249
2021
Q1 		$276K Buy
4,904
+130
+3% +$7.21K 0.05% 234
2020
Q4 		$258K Buy
4,774
+287
+6% +$14.1K 0.06% 226
2020
Q3 		$195K Buy
4,487
+208
+5% +$9.68K 0.05% 241
2020
Q2 		$204K Buy
4,279
+2,339
+121% +$110K 0.06% 206
2020
Q1 		$98K Buy
+1,940
New +$101K 0.05% 175

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

Creative Financial Designs's CWT Position: Q1 2026 in Review

Creative Financial Designs reduced its California Water Service (CWT) stake by 60% in Q1 2026, selling an estimated $16.2K and leaving 241 shares worth $10.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1384.

Creative Financial Designs first reported a position in CWT in Q1 2020 and has held it in 25 quarters since. The position peaked at $653K in Q3 2024. 337 funds tracked by Wall St. Rank hold CWT as of Q1 2026.

  • Creative Financial Designs held 241 shares of California Water Service worth $10.9K as of Q1 2026.
  • Creative Financial Designs sold 362 California Water Service shares in Q1 2026, an estimated $16.2K.
  • California Water Service made up ﹤0.01% of Creative Financial Designs's portfolio in Q1 2026, its #1384 holding.
  • Creative Financial Designs first reported a position in California Water Service in Q1 2020 and has held it in 25 quarters since.
  • Creative Financial Designs's California Water Service position peaked at $653K in Q3 2024.
  • 337 funds tracked by Wall St. Rank held California Water Service as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.