Creative Planning’s California Water Service CWT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $827K | Buy |
18,240
+5,278
| +41% | +$237K | ﹤0.01% | 2615 |
|
|
2025
Q4 | $562K | Sell |
12,962
-4,373
| -25% | -$199K | ﹤0.01% | 2737 |
|
|
2025
Q3 | $796K | Buy |
17,335
+2,033
| +13% | +$93.6K | ﹤0.01% | 2338 |
|
|
2025
Q2 | $696K | Buy |
15,302
+253
| +2% | +$12.1K | ﹤0.01% | 2161 |
|
|
2025
Q1 | $729K | Buy |
15,049
+888
| +6% | +$40.3K | ﹤0.01% | 1976 |
|
|
2024
Q4 | $642K | Sell |
14,161
-933
| -6% | -$47.1K | ﹤0.01% | 2001 |
|
|
2024
Q3 | $818K | Sell |
15,094
-2,412
| -14% | -$128K | ﹤0.01% | 1680 |
|
|
2024
Q2 | $849K | Sell |
17,506
-3,091
| -15% | -$150K | ﹤0.01% | 1537 |
|
|
2024
Q1 | $957K | Sell |
20,597
-3,706
| -15% | -$174K | ﹤0.01% | 1367 |
|
|
2023
Q4 | $1.26M | Buy |
24,303
+5,243
| +28% | +$264K | ﹤0.01% | 1115 |
|
|
2023
Q3 | $902K | Sell |
19,060
-1,888
| -9% | -$95.6K | ﹤0.01% | 1212 |
|
|
2023
Q2 | $1.08M | Buy |
20,948
+1,489
| +8% | +$83.6K | ﹤0.01% | 1096 |
|
|
2023
Q1 | $1.13M | Sell |
19,459
-9,810
| -34% | -$582K | ﹤0.01% | 1013 |
|
|
2022
Q4 | $1.77M | Buy |
29,269
+8,475
| +41% | +$509K | ﹤0.01% | 791 |
|
|
2022
Q3 | $1.1M | Buy |
20,794
+1,454
| +8% | +$85.2K | ﹤0.01% | 930 |
|
|
2022
Q2 | $1.07M | Buy |
19,340
+492
| +3% | +$26.5K | ﹤0.01% | 948 |
|
|
2022
Q1 | $1.12M | Buy |
18,848
+1,651
| +10% | +$99.5K | ﹤0.01% | 936 |
|
|
2021
Q4 | $1.24M | Buy |
17,197
+377
| +2% | +$24.2K | ﹤0.01% | 861 |
|
|
2021
Q3 | $991K | Sell |
16,820
-877
| -5% | -$54K | ﹤0.01% | 960 |
|
|
2021
Q2 | $983K | Buy |
17,697
+4,938
| +39% | +$285K | ﹤0.01% | 940 |
|
|
2021
Q1 | $719K | Buy |
12,759
+85
| +0.7% | +$4.71K | ﹤0.01% | 1216 |
|
|
2020
Q4 | $685K | Buy |
12,674
+1,623
| +15% | +$79.9K | ﹤0.01% | 1141 |
|
|
2020
Q3 | $480K | Buy |
11,051
+167
| +2% | +$7.77K | ﹤0.01% | 1157 |
|
|
2020
Q2 | $519K | Hold |
10,884
| – | – | ﹤0.01% | 1012 |
|
|
2020
Q1 | $548K | Sell |
10,884
-354
| -3% | -$18.4K | ﹤0.01% | 891 |
|
|
2019
Q4 | $579K | Sell |
11,238
-114
| -1% | -$5.95K | ﹤0.01% | 1035 |
|
|
2019
Q3 | $601K | Buy |
11,352
+676
| +6% | +$36.2K | ﹤0.01% | 969 |
|
|
2019
Q2 | $541K | Sell |
10,676
-5,058
| -32% | -$254K | ﹤0.01% | 1034 |
|
|
2019
Q1 | $854K | Buy |
15,734
+244
| +2% | +$12.3K | ﹤0.01% | 791 |
|
|
2018
Q4 | $738K | Buy |
15,490
+43
| +0.3% | +$1.9K | ﹤0.01% | 792 |
|
|
2018
Q3 | $663K | Sell |
15,447
-841
| -5% | -$34.5K | ﹤0.01% | 934 |
|
|
2018
Q2 | $634K | Hold |
16,288
| – | – | ﹤0.01% | 956 |
|
|
2018
Q1 | $607K | Buy |
16,288
+769
| +5% | +$30.7K | ﹤0.01% | 987 |
|
|
2017
Q4 | $704K | Buy |
15,519
+903
| +6% | +$38.9K | ﹤0.01% | 889 |
|
|
2017
Q3 | $558K | Buy |
14,616
+4,670
| +47% | +$176K | ﹤0.01% | 997 |
|
|
2017
Q2 | $366K | Buy |
9,946
+43
| +0.4% | +$1.54K | ﹤0.01% | 1177 |
|
|
2017
Q1 | $355K | Buy |
9,903
+131
| +1% | +$4.54K | ﹤0.01% | 1169 |
|
|
2016
Q4 | $331K | Buy |
9,772
+10
| +0.1% | +$331 | ﹤0.01% | 1146 |
|
|
2016
Q3 | $313K | Buy |
9,762
+2,674
| +38% | +$86.3K | ﹤0.01% | 1157 |
|
|
2016
Q2 | $248K | Sell |
7,088
-1,002
| -12% | -$29.4K | ﹤0.01% | 1150 |
|
|
2016
Q1 | $216K | Buy |
8,090
+201
| +3% | +$5K | ﹤0.01% | 1170 |
|
|
2015
Q4 | $184K | Sell |
7,889
-245
| -3% | -$5.57K | ﹤0.01% | 1248 |
|
|
2015
Q3 | $180K | Buy |
+8,134
| New | +$178K | ﹤0.01% | 1251 |
|
|
2015
Q2 | – | Sell |
-7,734
| Closed | -$190K | – | 1504 |
|
|
2015
Q1 | $190K | Buy |
7,734
+860
| +13% | +$21.3K | ﹤0.01% | 1213 |
|
|
2014
Q4 | $169K | Sell |
6,874
-200
| -3% | -$4.9K | ﹤0.01% | 1244 |
|
|
2014
Q3 | $159K | Sell |
7,074
-226
| -3% | -$5.32K | ﹤0.01% | 1191 |
|
|
2014
Q2 | $177K | Sell |
7,300
-812
| -10% | -$18.3K | ﹤0.01% | 1096 |
|
|
2014
Q1 | $194K | Sell |
8,112
-2,400
| -23% | -$55.2K | ﹤0.01% | 1015 |
|
|
2013
Q4 | $243K | Buy |
10,512
+898
| +9% | +$19.5K | ﹤0.01% | 775 |
|
|
2013
Q3 | $195K | Buy |
9,614
+4,800
| +100% | +$98.8K | ﹤0.01% | 783 |
|
|
2013
Q2 | $94K | Buy |
+4,814
| New | +$95.5K | ﹤0.01% | 1022 |
|
Other funds holding CWT
VPM
VCM
NI
Creative Planning's CWT Position: Q1 2026 in Review
Creative Planning increased its California Water Service (CWT) stake by 41% in Q1 2026, buying an estimated $237K and bringing the position to 18,240 shares worth $827K. The position accounts for ﹤0.01% of the portfolio, ranked #2615.
Creative Planning first reported a position in CWT in Q2 2013 and has held it in 51 quarters since. The position peaked at $1.77M in Q4 2022. 337 funds tracked by Wall St. Rank hold CWT as of Q1 2026.
- Creative Planning held 18,240 shares of California Water Service worth $827K as of Q1 2026.
- Creative Planning bought 5,278 California Water Service shares in Q1 2026, an estimated $237K.
- California Water Service made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2615 holding.
- Creative Planning first reported a position in California Water Service in Q2 2013 and has held it in 51 quarters since.
- Creative Planning's California Water Service position peaked at $1.77M in Q4 2022.
- 337 funds tracked by Wall St. Rank held California Water Service as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.