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Essential Partners’s Consolidated Water Co CWCO Stock Holding History

Essential Partners’s Portfolio CWCO Stock Details CWCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.32K Sell
47
-15
-24% -$439 ﹤0.01% 2084
2026
Q2 		$1.83K Sell
62
-258
-81% -$8.09K ﹤0.01% 2008
2026
Q1 		$10.6K Buy
320
+45
+16% +$1.61K ﹤0.01% 1229
2025
Q4 		$9.71K Sell
275
-8
-3% -$279 ﹤0.01% 1180
2025
Q3 		$9.98K Buy
+283
New +$9.01K ﹤0.01% 1157

Other funds holding CWCO

TCMG
TSP Capital Management Group Summit, New Jersey $397M AUM 31.23% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
BAM
Byrne Asset Management Kingston, New Jersey $179M AUM 29.67% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Essential Partners's CWCO Position: Q3 2026 in Review

Essential Partners reduced its Consolidated Water Co (CWCO) stake by 24% in Q3 2026, selling an estimated $439 and leaving 47 shares worth $1.32K. The position accounts for ﹤0.01% of the portfolio, ranked #2084.

Essential Partners first reported a position in CWCO in Q3 2025 and has held it in 5 quarters since. The position peaked at $10.6K in Q1 2026. 15 funds tracked by Wall St. Rank hold CWCO as of Q3 2026.

  • Essential Partners held 47 shares of Consolidated Water Co worth $1.32K as of Q3 2026.
  • Essential Partners sold 15 Consolidated Water Co shares in Q3 2026, an estimated $439.
  • Consolidated Water Co made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #2084 holding.
  • Essential Partners first reported a position in Consolidated Water Co in Q3 2025 and has held it in 5 quarters since.
  • Essential Partners's Consolidated Water Co position peaked at $10.6K in Q1 2026.
  • 15 funds tracked by Wall St. Rank held Consolidated Water Co as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.