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Freestone Grove Partners’s California Water Service CWT Stock Holding History

Freestone Grove Partners’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 		$1.55M Buy
31,950
+11,426
+56% +$515K 0.01% 460
2026
Q1 		$931K Buy
20,524
+1,882
+10% +$84.4K 0.01% 498
2025
Q4 		$808K Sell
18,642
-22,353
-55% -$1.02M 0.01% 492
2025
Q3 		$1.88M Buy
40,995
+13,464
+49% +$620K 0.01% 375
2025
Q2 		$1.25M Buy
27,531
+19,808
+256% +$948K 0.01% 413
2025
Q1 		$374K Buy
+7,723
New +$351K ﹤0.01% 445

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

Freestone Grove Partners's CWT Position: Q2 2026 in Review

Freestone Grove Partners increased its California Water Service (CWT) stake by 56% in Q2 2026, buying an estimated $515K and bringing the position to 31,950 shares worth $1.55M. The position accounts for 0.01% of the portfolio, ranked #460.

Freestone Grove Partners first reported a position in CWT in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.88M in Q3 2025. 345 funds tracked by Wall St. Rank hold CWT as of Q2 2026.

  • Freestone Grove Partners held 31,950 shares of California Water Service worth $1.55M as of Q2 2026.
  • Freestone Grove Partners bought 11,426 California Water Service shares in Q2 2026, an estimated $515K.
  • California Water Service made up 0.01% of Freestone Grove Partners's portfolio in Q2 2026, its #460 holding.
  • Freestone Grove Partners first reported a position in California Water Service in Q1 2025 and has held it in 6 quarters since.
  • Freestone Grove Partners's California Water Service position peaked at $1.88M in Q3 2025.
  • 345 funds tracked by Wall St. Rank held California Water Service as of Q2 2026.

Based on Freestone Grove Partners's 13F filing for Q2 2026, filed 14 Aug 2026.