Farther Finance Advisors’s Consolidated Water Co CWCO Stock Holding History

Farther Finance 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	$4.51K	Sell	153 -469	-75%	-$14.7K	﹤0.01%	4849
2026 Q1	$20.6K	Buy	622 +59	+10%	+$2.12K	﹤0.01%	3636
2025 Q4	$19.9K	Buy	563 +20	+4%	+$698	﹤0.01%	3451
2025 Q3	$19.2K	Buy	543 +465	+596%	+$14.8K	﹤0.01%	3072
2025 Q2	$2.34K	Hold	78	–	–	﹤0.01%	3648
2025 Q1	$1.91K	Sell	78 -10	-11%	-$266	﹤0.01%	3414
2024 Q4	$2.28K	Hold	88	–	–	﹤0.01%	2948
2024 Q3	$2.22K	Hold	88	–	–	﹤0.01%	2962
2024 Q2	$2.28K	Buy	88 +1	+1%	+$26	﹤0.01%	2742
2024 Q1	$2.32K	Hold	87	–	–	﹤0.01%	2429
2023 Q4	$3.1K	Buy	87 +10	+13%	+$330	﹤0.01%	2228
2023 Q3	$2.19K	Hold	77	–	–	﹤0.01%	1822
2023 Q2	$1.87K	Hold	77	–	–	﹤0.01%	1777
2023 Q1	$1.26K	Hold	77	–	–	﹤0.01%	1788
2022 Q4	$1.14K	Buy	+77	New	+$1.24K	﹤0.01%	1617

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

Farther Finance Advisors's CWCO Position: Q2 2026 in Review

Farther Finance Advisors reduced its Consolidated Water Co (CWCO) stake by 75% in Q2 2026, selling an estimated $14.7K and leaving 153 shares worth $4.51K. The position accounts for ﹤0.01% of the portfolio, ranked #4849.

Farther Finance Advisors first reported a position in CWCO in Q4 2022 and has held it in 15 quarters since. The position peaked at $20.6K in Q1 2026. 166 funds tracked by Wall St. Rank hold CWCO as of Q2 2026.

Farther Finance Advisors held 153 shares of Consolidated Water Co worth $4.51K as of Q2 2026.
Farther Finance Advisors sold 469 Consolidated Water Co shares in Q2 2026, an estimated $14.7K.
Consolidated Water Co made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #4849 holding.
Farther Finance Advisors first reported a position in Consolidated Water Co in Q4 2022 and has held it in 15 quarters since.
Farther Finance Advisors's Consolidated Water Co position peaked at $20.6K in Q1 2026.
166 funds tracked by Wall St. Rank held Consolidated Water Co as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.