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 Q3	$278	Hold	6	–	–	﹤0.01%	1221
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

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Fideuram - Intesa Sanpaolo Private Banking Turin $3.5B AUM 45.13% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

DiNuzzo Private Wealth's CWT Position: Q3 2026 in Review

DiNuzzo Private Wealth held its California Water Service (CWT) position steady in Q3 2026 at 6 shares worth $278. The position accounts for ﹤0.01% of the portfolio, ranked #1221.

DiNuzzo Private Wealth first reported a position in CWT in Q4 2023 and has held it in 12 quarters since. The position peaked at $388 in Q1 2025. 77 funds tracked by Wall St. Rank hold CWT as of Q3 2026.

DiNuzzo Private Wealth held 6 shares of California Water Service worth $278 as of Q3 2026.
DiNuzzo Private Wealth left its California Water Service share count unchanged in Q3 2026.
California Water Service made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q3 2026, its #1221 holding.
DiNuzzo Private Wealth first reported a position in California Water Service in Q4 2023 and has held it in 12 quarters since.
DiNuzzo Private Wealth's California Water Service position peaked at $388 in Q1 2025.
77 funds tracked by Wall St. Rank held California Water Service as of Q3 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.