DWM
CWT icon

Darwin Wealth Management’s California Water Service CWT Stock Holding History

Darwin Wealth 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
2025
Q2 		– Sell
-217
Closed -$9.84K – 625
2025
Q1 		$9.84K Hold
217
– – ﹤0.01% 377
2024
Q4 		$9.84K Hold
217
– – ﹤0.01% 377
2024
Q3 		$11.8K Buy
+217
New +$11.5K ﹤0.01% 366
2020
Q2 		– Sell
-217
Closed -$10K – 280
2020
Q1 		$10K Buy
+217
New +$11.3K ﹤0.01% 474

Other funds holding CWT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $588M AUM 6.93% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Darwin Wealth Management's CWT Position: Q2 2025 in Review

Darwin Wealth Management sold out of California Water Service (CWT) in Q2 2025, closing a stake of 217 shares — an estimated $9.84K sold.

Darwin Wealth Management first reported a position in CWT in Q1 2020 and held it in 4 quarters. The position peaked at $11.8K in Q3 2024. 338 funds tracked by Wall St. Rank hold CWT as of Q2 2025.

  • Darwin Wealth Management reported no remaining California Water Service position as of Q2 2025 after selling out during the quarter.
  • Darwin Wealth Management sold 217 California Water Service shares in Q2 2025, an estimated $9.84K.
  • Darwin Wealth Management first reported a position in California Water Service in Q1 2020 and held it in 4 quarters.
  • Darwin Wealth Management's California Water Service position peaked at $11.8K in Q3 2024.
  • 338 funds tracked by Wall St. Rank held California Water Service as of Q2 2025.

Based on Darwin Wealth Management's 13F filing for Q2 2025, filed 14 Aug 2025.