FFO
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Fortitude Family Office’s California Water Service CWT Stock Holding History

Fortitude Family Office’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 		$5.06K Buy
104
+50
+93% +$2.25K ﹤0.01% 1064
2026
Q1 		$2.45K Buy
54
+29
+116% +$1.3K ﹤0.01% 1218
2025
Q4 		$1.08K Buy
25
+2
+9% +$91 ﹤0.01% 1417
2025
Q3 		$1.05K Buy
23
+1
+5% +$46 ﹤0.01% 1524
2025
Q2 		$1K Buy
+22
New +$1.05K ﹤0.01% 1507

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 $3.38T AUM 44.17% 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

Fortitude Family Office's CWT Position: Q2 2026 in Review

Fortitude Family Office increased its California Water Service (CWT) stake by 93% in Q2 2026, buying an estimated $2.25K and bringing the position to 104 shares worth $5.06K. The position accounts for ﹤0.01% of the portfolio, ranked #1064.

Fortitude Family Office first reported a position in CWT in Q2 2025 and has held it in 5 quarters since. 346 funds tracked by Wall St. Rank hold CWT as of Q2 2026.

  • Fortitude Family Office held 104 shares of California Water Service worth $5.06K as of Q2 2026.
  • Fortitude Family Office bought 50 California Water Service shares in Q2 2026, an estimated $2.25K.
  • California Water Service made up ﹤0.01% of Fortitude Family Office's portfolio in Q2 2026, its #1064 holding.
  • Fortitude Family Office first reported a position in California Water Service in Q2 2025 and has held it in 5 quarters since.
  • 346 funds tracked by Wall St. Rank held California Water Service as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.