DiNuzzo Private Wealth’s California Water Service CWT Stock Holding History

DiNuzzo Private 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	$292	Hold	6	–	–	﹤0.01%	1210
2026 Q1	$273	Hold	6	–	–	﹤0.01%	1201
2025 Q4	$260	Hold	6	–	–	﹤0.01%	1222
2025 Q3	$282	Sell	6 -1	-14%	-$46	﹤0.01%	1217
2025 Q2	$319	Sell	7 -1	-13%	-$48	﹤0.01%	1182
2025 Q1	$388	Buy	8 +2	+33%	+$91	﹤0.01%	1130
2024 Q4	$272	Hold	6	–	–	﹤0.01%	1228
2024 Q3	$326	Hold	6	–	–	﹤0.01%	1221
2024 Q2	$291	Buy	6 +1	+20%	+$49	﹤0.01%	1193
2024 Q1	$233	Hold	5	–	–	﹤0.01%	1179
2023 Q4	$260	Buy	+5	New	+$252	﹤0.01%	1171

Other funds holding CWT

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

CWA

Canvas Wealth Advisors Shawnee, Kansas $717M AUM 41.56% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

SOAMC

Spirit of America Management Corp Syosset, New York $530M AUM 36.47% 1-Year Est. Return

DiNuzzo Private Wealth's CWT Position: Q2 2026 in Review

DiNuzzo Private Wealth held its California Water Service (CWT) position steady in Q2 2026 at 6 shares worth $292. The position accounts for ﹤0.01% of the portfolio, ranked #1210.

DiNuzzo Private Wealth first reported a position in CWT in Q4 2023 and has held it in 11 quarters since. The position peaked at $388 in Q1 2025. 36 funds tracked by Wall St. Rank hold CWT as of Q2 2026.

DiNuzzo Private Wealth held 6 shares of California Water Service worth $292 as of Q2 2026.
DiNuzzo Private Wealth left its California Water Service share count unchanged in Q2 2026.
California Water Service made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q2 2026, its #1210 holding.
DiNuzzo Private Wealth first reported a position in California Water Service in Q4 2023 and has held it in 11 quarters since.
DiNuzzo Private Wealth's California Water Service position peaked at $388 in Q1 2025.
36 funds tracked by Wall St. Rank held California Water Service as of Q2 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.