Fulcrum Asset Management’s California Water Service CWT Stock Holding History

Fulcrum Asset Management’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	$489	Buy	+10	New	+$451	﹤0.01%	995

Other funds holding CWT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fulcrum Asset Management's CWT Position: Q2 2026 in Review

Fulcrum Asset Management opened a new position in California Water Service (CWT) in Q2 2026: 10 shares worth $489. The stake represents ﹤0.01% of the portfolio and ranks #995 among its holdings.

344 funds tracked by Wall St. Rank hold CWT as of Q2 2026.

Fulcrum Asset Management held 10 shares of California Water Service worth $489 as of Q2 2026.
California Water Service was a new Fulcrum Asset Management position in Q2 2026.
California Water Service made up ﹤0.01% of Fulcrum Asset Management's portfolio in Q2 2026, its #995 holding.
344 funds tracked by Wall St. Rank held California Water Service as of Q2 2026.

Based on Fulcrum Asset Management's 13F filing for Q2 2026, filed 18 Aug 2026.