HFS
CWT icon

Hantz Financial Services’s California Water Service CWT Stock Holding History

Hantz Financial Services’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
Q1 		$9K Sell
200
-2
-1% -$90 ﹤0.01% 2063
2025
Q4 		$9K Sell
202
-678
-77% -$30.9K ﹤0.01% 2019
2025
Q3 		$40K Buy
880
+655
+291% +$30.2K ﹤0.01% 1302
2025
Q2 		$10K Buy
225
+126
+127% +$6.03K ﹤0.01% 1506
2025
Q1 		$5K Buy
99
+47
+90% +$2.13K ﹤0.01% 1141
2024
Q4 		$2K Hold
52
– – ﹤0.01% 982
2024
Q3 		$3K Hold
52
– – ﹤0.01% 918
2024
Q2 		$3K Hold
52
– – ﹤0.01% 909
2024
Q1 		$2K Sell
52
-16
-24% -$750 ﹤0.01% 1050
2023
Q4 		$4K Hold
68
– – ﹤0.01% 932
2023
Q3 		$3K Hold
68
– – ﹤0.01% 969
2023
Q2 		$4K Hold
68
– – ﹤0.01% 914
2023
Q1 		$4K Hold
68
– – ﹤0.01% 916
2022
Q4 		$4K Hold
68
– – ﹤0.01% 888
2022
Q3 		$4K Sell
68
-27
-28% -$1.58K ﹤0.01% 875
2022
Q2 		$5K Sell
95
-18
-16% -$970 ﹤0.01% 839
2022
Q1 		$7K Hold
113
– – ﹤0.01% 835
2021
Q4 		$8K Sell
113
-75
-40% -$4.82K ﹤0.01% 715
2021
Q3 		$11K Hold
188
– – ﹤0.01% 685
2021
Q2 		$10K Sell
188
-6,369
-97% -$367K ﹤0.01% 688
2021
Q1 		$369K Buy
6,557
+520
+9% +$28.8K 0.02% 396
2020
Q4 		$326K Buy
6,037
+242
+4% +$11.9K 0.01% 366
2020
Q3 		$252K Buy
5,795
+438
+8% +$20.4K 0.01% 356
2020
Q2 		$256K Buy
5,357
+3,890
+265% +$184K 0.01% 343
2020
Q1 		$74K Buy
+1,467
New +$76.1K 0.01% 411

Other funds holding CWT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Amundi
Amundi Paris, France $367B AUM 31.23% 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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Hantz Financial Services's CWT Position: Q1 2026 in Review

Hantz Financial Services reduced its California Water Service (CWT) stake by 0.99% in Q1 2026, selling an estimated $90 and leaving 200 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #2063.

Hantz Financial Services first reported a position in CWT in Q1 2020 and has held it in 25 quarters since. The position peaked at $369K in Q1 2021. 337 funds tracked by Wall St. Rank hold CWT as of Q1 2026.

  • Hantz Financial Services held 200 shares of California Water Service worth $9K as of Q1 2026.
  • Hantz Financial Services sold 2 California Water Service shares in Q1 2026, an estimated $90.
  • California Water Service made up ﹤0.01% of Hantz Financial Services's portfolio in Q1 2026, its #2063 holding.
  • Hantz Financial Services first reported a position in California Water Service in Q1 2020 and has held it in 25 quarters since.
  • Hantz Financial Services's California Water Service position peaked at $369K in Q1 2021.
  • 337 funds tracked by Wall St. Rank held California Water Service as of Q1 2026.

Based on Hantz Financial Services's 13F filing for Q1 2026, filed 1 May 2026.