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HFM Investment Advisors’s California Water Service CWT Stock Holding History

HFM Investment Advisors’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 		$244 Buy
5
+3
+150% +$135 ﹤0.01% 1157
2026
Q1 		$91 Hold
2
– – ﹤0.01% 1128
2025
Q4 		$87 Hold
2
– – ﹤0.01% 1185
2025
Q3 		$92 Sell
2
-1
-33% -$46 ﹤0.01% 1170
2025
Q2 		$136 Buy
3
+2
+200% +$96 ﹤0.01% 1091
2025
Q1 		$49 Buy
+1
New +$45 ﹤0.01% 1054

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 $3.38T AUM 44.17% 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

HFM Investment Advisors's CWT Position: Q2 2026 in Review

HFM Investment Advisors increased its California Water Service (CWT) stake by 150% in Q2 2026, buying an estimated $135 and bringing the position to 5 shares worth $244. The position accounts for ﹤0.01% of the portfolio, ranked #1157.

HFM Investment Advisors first reported a position in CWT in Q1 2025 and has held it in 6 quarters since. 346 funds tracked by Wall St. Rank hold CWT as of Q2 2026.

  • HFM Investment Advisors held 5 shares of California Water Service worth $244 as of Q2 2026.
  • HFM Investment Advisors bought 3 California Water Service shares in Q2 2026, an estimated $135.
  • California Water Service made up ﹤0.01% of HFM Investment Advisors's portfolio in Q2 2026, its #1157 holding.
  • HFM Investment Advisors first reported a position in California Water Service in Q1 2025 and has held it in 6 quarters since.
  • 346 funds tracked by Wall St. Rank held California Water Service as of Q2 2026.

Based on HFM Investment Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.