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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
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 $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

Fortitude Family Office's CWT Position: Q1 2026 in Review

Fortitude Family Office increased its California Water Service (CWT) stake by 116% in Q1 2026, buying an estimated $1.3K and bringing the position to 54 shares worth $2.45K. The position accounts for ﹤0.01% of the portfolio, ranked #1218.

Fortitude Family Office first reported a position in CWT in Q2 2025 and has held it in 4 quarters since. 337 funds tracked by Wall St. Rank hold CWT as of Q1 2026.

  • Fortitude Family Office held 54 shares of California Water Service worth $2.45K as of Q1 2026.
  • Fortitude Family Office bought 29 California Water Service shares in Q1 2026, an estimated $1.3K.
  • California Water Service made up ﹤0.01% of Fortitude Family Office's portfolio in Q1 2026, its #1218 holding.
  • Fortitude Family Office first reported a position in California Water Service in Q2 2025 and has held it in 4 quarters since.
  • 337 funds tracked by Wall St. Rank held California Water Service as of Q1 2026.

Based on Fortitude Family Office's 13F filing for Q1 2026, filed 16 Apr 2026.