EverSource Wealth Advisors’s Consolidated Water Co CWCO Stock Holding History

EverSource Wealth Advisors’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 Q2	$4.72K	Sell	160 -143	-47%	-$4.48K	﹤0.01%	3313
2026 Q1	$10K	Buy	303 +9	+3%	+$323	﹤0.01%	2920
2025 Q4	$10.4K	Buy	294 +232	+374%	+$8.09K	﹤0.01%	2777
2025 Q3	$2.19K	Buy	62 +30	+94%	+$955	﹤0.01%	3487
2025 Q2	$961	Sell	32 -53	-62%	-$1.37K	﹤0.01%	3750
2025 Q1	$2.08K	Buy	85 +64	+305%	+$1.7K	﹤0.01%	2911
2024 Q4	$544	Buy	+21	New	+$535	﹤0.01%	3164

Other funds holding CWCO

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AltraVue Capital Bellevue, Washington $1.39B AUM 53.77% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

TCMG

TSP Capital Management Group Summit, New Jersey $418M AUM 68.45% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Heartland Advisors Milwaukee, Wisconsin $2.25B AUM 44.61% 1-Year Est. Return

EverSource Wealth Advisors's CWCO Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Consolidated Water Co (CWCO) stake by 47% in Q2 2026, selling an estimated $4.48K and leaving 160 shares worth $4.72K. The position accounts for ﹤0.01% of the portfolio, ranked #3313.

EverSource Wealth Advisors first reported a position in CWCO in Q4 2024 and has held it in 7 quarters since. The position peaked at $10.4K in Q4 2025. 166 funds tracked by Wall St. Rank hold CWCO as of Q2 2026.

EverSource Wealth Advisors held 160 shares of Consolidated Water Co worth $4.72K as of Q2 2026.
EverSource Wealth Advisors sold 143 Consolidated Water Co shares in Q2 2026, an estimated $4.48K.
Consolidated Water Co made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3313 holding.
EverSource Wealth Advisors first reported a position in Consolidated Water Co in Q4 2024 and has held it in 7 quarters since.
EverSource Wealth Advisors's Consolidated Water Co position peaked at $10.4K in Q4 2025.
166 funds tracked by Wall St. Rank held Consolidated Water Co as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.