Great Valley Advisor Group
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Great Valley Advisor Group’s California Water Service CWT Stock Holding History

Great Valley Advisor Group’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
Q3 		– Sell
-4,242
Closed -$206K – 1097
2026
Q2 		$206K Buy
+4,242
New +$191K ﹤0.01% 987
2022
Q1 		– Sell
-3,000
Closed -$216K – 596
2021
Q4 		$216K Buy
+3,000
New +$193K 0.01% 561

Other funds holding CWT

Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Nuance Investments
Nuance Investments Kansas City, Missouri $544M AUM 7.57% 1-Year Est. Return
Antipodes Partners
Antipodes Partners Royal Exchange, Australia $5.43B AUM 15.86% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Great Valley Advisor Group's CWT Position: Q3 2026 in Review

Great Valley Advisor Group sold out of California Water Service (CWT) in Q3 2026, closing a stake of 4,242 shares — an estimated $206K sold.

Great Valley Advisor Group first reported a position in CWT in Q4 2021 and held it in 2 quarters. The position peaked at $216K in Q4 2021. 205 funds tracked by Wall St. Rank hold CWT as of Q3 2026.

  • Great Valley Advisor Group reported no remaining California Water Service position as of Q3 2026 after selling out during the quarter.
  • Great Valley Advisor Group sold 4,242 California Water Service shares in Q3 2026, an estimated $206K.
  • Great Valley Advisor Group first reported a position in California Water Service in Q4 2021 and held it in 2 quarters.
  • Great Valley Advisor Group's California Water Service position peaked at $216K in Q4 2021.
  • 205 funds tracked by Wall St. Rank held California Water Service as of Q3 2026.

Based on Great Valley Advisor Group's 13F filing for Q3 2026, filed 9 Nov 2026.