Curio Wealth’s California Water Service CWT Stock Holding History

Curio Wealth’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	–	Sell	-1	Closed	-$45	–	334
2026 Q1	$45	Buy	+1	New	+$45	﹤0.01%	1146

Other funds holding CWT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Curio Wealth's CWT Position: Q2 2026 in Review

Curio Wealth sold out of California Water Service (CWT) in Q2 2026, closing a stake of 1 share — an estimated $45 sold.

Curio Wealth first reported a position in CWT in Q1 2026 and held it in 1 quarter. The position peaked at $45 in Q1 2026. 344 funds tracked by Wall St. Rank hold CWT as of Q2 2026.

Curio Wealth reported no remaining California Water Service position as of Q2 2026 after selling out during the quarter.
Curio Wealth sold 1 California Water Service share in Q2 2026, an estimated $45.
Curio Wealth first reported a position in California Water Service in Q1 2026 and held it in 1 quarter.
Curio Wealth's California Water Service position peaked at $45 in Q1 2026.
344 funds tracked by Wall St. Rank held California Water Service as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.