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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
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 $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

HFM Investment Advisors's CWT Position: Q1 2026 in Review

HFM Investment Advisors held its California Water Service (CWT) position steady in Q1 2026 at 2 shares worth $91. The position accounts for ﹤0.01% of the portfolio, ranked #1128.

HFM Investment Advisors first reported a position in CWT in Q1 2025 and has held it in 5 quarters since. The position peaked at $136 in Q2 2025. 337 funds tracked by Wall St. Rank hold CWT as of Q1 2026.

  • HFM Investment Advisors held 2 shares of California Water Service worth $91 as of Q1 2026.
  • HFM Investment Advisors left its California Water Service share count unchanged in Q1 2026.
  • California Water Service made up ﹤0.01% of HFM Investment Advisors's portfolio in Q1 2026, its #1128 holding.
  • HFM Investment Advisors first reported a position in California Water Service in Q1 2025 and has held it in 5 quarters since.
  • HFM Investment Advisors's California Water Service position peaked at $136 in Q2 2025.
  • 337 funds tracked by Wall St. Rank held California Water Service as of Q1 2026.

Based on HFM Investment Advisors's 13F filing for Q1 2026, filed 1 May 2026.