HWM
CWT icon

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

Hemington 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 		$7K Hold
174
– – ﹤0.01% 1009
2025
Q2 		$7K Buy
174
+2
+1% +$96 ﹤0.01% 970
2025
Q1 		$8K Buy
172
+27
+19% +$1.23K ﹤0.01% 877
2024
Q4 		$6K Buy
145
+1
+0.7% +$50 ﹤0.01% 941
2024
Q3 		$7K Buy
+144
New +$7.64K ﹤0.01% 810

Other funds holding CWT

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $588M AUM 6.93% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Hemington Wealth Management held its California Water Service (CWT) position steady in Q3 2025 at 174 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #1009.

Hemington Wealth Management first reported a position in CWT in Q3 2024 and has held it in 5 quarters since. The position peaked at $8K in Q1 2025. 337 funds tracked by Wall St. Rank hold CWT as of Q3 2025.

  • Hemington Wealth Management held 174 shares of California Water Service worth $7K as of Q3 2025.
  • Hemington Wealth Management left its California Water Service share count unchanged in Q3 2025.
  • California Water Service made up ﹤0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #1009 holding.
  • Hemington Wealth Management first reported a position in California Water Service in Q3 2024 and has held it in 5 quarters since.
  • Hemington Wealth Management's California Water Service position peaked at $8K in Q1 2025.
  • 337 funds tracked by Wall St. Rank held California Water Service as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.