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Gitterman Wealth Management’s California Water Service CWT Stock Holding History

Gitterman Wealth 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
2025
Q3 		$473K Buy
10,306
+5,845
+131% +$269K 0.11% 52
2025
Q2 		$203K Buy
4,461
+107
+2% +$5.12K 0.05% 143
2025
Q1 		$211K Buy
+4,354
New +$198K 0.06% 113

Other funds holding CWT

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
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
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Gitterman Wealth Management increased its California Water Service (CWT) stake by 131% in Q3 2025, buying an estimated $269K and bringing the position to 10,306 shares worth $473K. The position accounts for 0.11% of the portfolio, ranked #52.

Gitterman Wealth Management first reported a position in CWT in Q1 2025 and has held it in 3 quarters since. 337 funds tracked by Wall St. Rank hold CWT as of Q3 2025.

  • Gitterman Wealth Management held 10,306 shares of California Water Service worth $473K as of Q3 2025.
  • Gitterman Wealth Management bought 5,845 California Water Service shares in Q3 2025, an estimated $269K.
  • California Water Service made up 0.11% of Gitterman Wealth Management's portfolio in Q3 2025, its #52 holding.
  • Gitterman Wealth Management first reported a position in California Water Service in Q1 2025 and has held it in 3 quarters since.
  • 337 funds tracked by Wall St. Rank held California Water Service as of Q3 2025.

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