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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
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 $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

Freestone Grove Partners's CWT Position: Q1 2026 in Review

Freestone Grove Partners increased its California Water Service (CWT) stake by 10% in Q1 2026, buying an estimated $84.4K and bringing the position to 20,524 shares worth $931K. The position accounts for 0.01% of the portfolio, ranked #498.

Freestone Grove Partners first reported a position in CWT in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.88M in Q3 2025. 337 funds tracked by Wall St. Rank hold CWT as of Q1 2026.

  • Freestone Grove Partners held 20,524 shares of California Water Service worth $931K as of Q1 2026.
  • Freestone Grove Partners bought 1,882 California Water Service shares in Q1 2026, an estimated $84.4K.
  • California Water Service made up 0.01% of Freestone Grove Partners's portfolio in Q1 2026, its #498 holding.
  • Freestone Grove Partners first reported a position in California Water Service in Q1 2025 and has held it in 5 quarters since.
  • Freestone Grove Partners's California Water Service position peaked at $1.88M in Q3 2025.
  • 337 funds tracked by Wall St. Rank held California Water Service as of Q1 2026.

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