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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Great Valley Advisor Group's CWT Position: Q2 2026 in Review

Great Valley Advisor Group opened a new position in California Water Service (CWT) in Q2 2026: 4,242 shares worth $206K. The stake represents ﹤0.01% of the portfolio and ranks #987 among its holdings. This is a return to the name: Great Valley Advisor Group previously reported a position in CWT as recently as Q4 2021.

Great Valley Advisor Group first reported a position in CWT in Q4 2021 and has held it in 2 quarters since. The position peaked at $216K in Q4 2021. 345 funds tracked by Wall St. Rank hold CWT as of Q2 2026.

  • Great Valley Advisor Group held 4,242 shares of California Water Service worth $206K as of Q2 2026.
  • California Water Service was a new Great Valley Advisor Group position in Q2 2026.
  • California Water Service made up ﹤0.01% of Great Valley Advisor Group's portfolio in Q2 2026, its #987 holding.
  • Great Valley Advisor Group first reported a position in California Water Service in Q4 2021 and has held it in 2 quarters since.
  • Great Valley Advisor Group's California Water Service position peaked at $216K in Q4 2021.
  • 345 funds tracked by Wall St. Rank held California Water Service as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.