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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Focus Partners Wealth's CWT Position: Q1 2026 in Review

Focus Partners Wealth increased its California Water Service (CWT) stake by 6.9% in Q1 2026, buying an estimated $81.6K and bringing the position to 28,180 shares worth $1.28M. The position accounts for ﹤0.01% of the portfolio, ranked #1510.

Focus Partners Wealth first reported a position in CWT in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.37M in Q3 2024. 337 funds tracked by Wall St. Rank hold CWT as of Q1 2026.

  • Focus Partners Wealth held 28,180 shares of California Water Service worth $1.28M as of Q1 2026.
  • Focus Partners Wealth bought 1,818 California Water Service shares in Q1 2026, an estimated $81.6K.
  • California Water Service made up ﹤0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #1510 holding.
  • Focus Partners Wealth first reported a position in California Water Service in Q3 2024 and has held it in 7 quarters since.
  • Focus Partners Wealth's California Water Service position peaked at $1.37M in Q3 2024.
  • 337 funds tracked by Wall St. Rank held California Water Service as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.