Focus Partners Wealth
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Focus Partners Wealth’s California Water Service CWT Stock Holding History

Focus Partners 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
Q2 		$2.19M Buy
45,014
+16,834
+60% +$759K ﹤0.01% 1318
2026
Q1 		$1.28M Buy
28,180
+1,818
+7% +$81.6K ﹤0.01% 1510
2025
Q4 		$1.14M Sell
26,362
-464
-2% -$21.2K ﹤0.01% 1577
2025
Q3 		$1.23M Sell
26,826
-356
-1% -$16.4K ﹤0.01% 1202
2025
Q2 		$1.24M Buy
27,182
+21
+0.1% +$1K ﹤0.01% 1053
2025
Q1 		$1.32M Buy
27,161
+479
+2% +$21.8K ﹤0.01% 978
2024
Q4 		$1.21M Buy
26,682
+1,378
+5% +$69.6K ﹤0.01% 998
2024
Q3 		$1.37M Buy
+25,304
New +$1.34M ﹤0.01% 869

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

Focus Partners Wealth's CWT Position: Q2 2026 in Review

Focus Partners Wealth increased its California Water Service (CWT) stake by 60% in Q2 2026, buying an estimated $759K and bringing the position to 45,014 shares worth $2.19M. The position accounts for ﹤0.01% of the portfolio, ranked #1318.

Focus Partners Wealth first reported a position in CWT in Q3 2024 and has held it in 8 quarters since. 345 funds tracked by Wall St. Rank hold CWT as of Q2 2026.

  • Focus Partners Wealth held 45,014 shares of California Water Service worth $2.19M as of Q2 2026.
  • Focus Partners Wealth bought 16,834 California Water Service shares in Q2 2026, an estimated $759K.
  • California Water Service made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1318 holding.
  • Focus Partners Wealth first reported a position in California Water Service in Q3 2024 and has held it in 8 quarters since.
  • 345 funds tracked by Wall St. Rank held California Water Service as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.