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

Evolution 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
2026
Q2 		$6.86K Hold
141
– – ﹤0.01% 646
2026
Q1 		$6.39K Hold
141
– – ﹤0.01% 581
2025
Q4 		$6.11K Buy
+141
New +$6.43K 0.01% 510

Other funds holding CWT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AIP
Atlas Infrastructure Partners London, United Kingdom $3.3B AUM 16.21% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Evolution Wealth Management's CWT Position: Q2 2026 in Review

Evolution Wealth Management held its California Water Service (CWT) position steady in Q2 2026 at 141 shares worth $6.86K. The position accounts for ﹤0.01% of the portfolio, ranked #646.

Evolution Wealth Management first reported a position in CWT in Q4 2025 and has held it in 3 quarters since. 345 funds tracked by Wall St. Rank hold CWT as of Q2 2026.

  • Evolution Wealth Management held 141 shares of California Water Service worth $6.86K as of Q2 2026.
  • Evolution Wealth Management left its California Water Service share count unchanged in Q2 2026.
  • California Water Service made up ﹤0.01% of Evolution Wealth Management's portfolio in Q2 2026, its #646 holding.
  • Evolution Wealth Management first reported a position in California Water Service in Q4 2025 and has held it in 3 quarters since.
  • 345 funds tracked by Wall St. Rank held California Water Service as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.