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Gitterman Wealth Management’s Consolidated Water Co CWCO Stock Holding History

Gitterman Wealth Management’s Portfolio CWCO Stock Details CWCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$294K Buy
8,320
+4,654
+127% +$148K 0.07% 88
2025
Q2 		$110K Buy
+3,666
New +$94.9K 0.03% 238

Other funds holding CWCO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
TCMG
TSP Capital Management Group Summit, New Jersey $410M AUM 71.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Gitterman Wealth Management's CWCO Position: Q3 2025 in Review

Gitterman Wealth Management increased its Consolidated Water Co (CWCO) stake by 127% in Q3 2025, buying an estimated $148K and bringing the position to 8,320 shares worth $294K. The position accounts for 0.07% of the portfolio, ranked #88.

Gitterman Wealth Management first reported a position in CWCO in Q2 2025 and has held it in 2 quarters since. 161 funds tracked by Wall St. Rank hold CWCO as of Q3 2025.

  • Gitterman Wealth Management held 8,320 shares of Consolidated Water Co worth $294K as of Q3 2025.
  • Gitterman Wealth Management bought 4,654 Consolidated Water Co shares in Q3 2025, an estimated $148K.
  • Consolidated Water Co made up 0.07% of Gitterman Wealth Management's portfolio in Q3 2025, its #88 holding.
  • Gitterman Wealth Management first reported a position in Consolidated Water Co in Q2 2025 and has held it in 2 quarters since.
  • 161 funds tracked by Wall St. Rank held Consolidated Water Co as of Q3 2025.

Based on Gitterman Wealth Management's 13F filing for Q3 2025, filed 4 Nov 2025.