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

Highland 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	$1.21K	Buy	+25	New	+$1.13K	﹤0.01%	537

Other funds holding CWT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Nuance Investments Kansas City, Missouri $588M AUM 6.93% 1-Year Est. Return

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

Highland Investment Advisors opened a new position in California Water Service (CWT) in Q2 2026: 25 shares worth $1.21K. The stake represents ﹤0.01% of the portfolio and ranks #537 among its holdings.

329 funds tracked by Wall St. Rank hold CWT as of Q2 2026.

Highland Investment Advisors held 25 shares of California Water Service worth $1.21K as of Q2 2026.
California Water Service was a new Highland Investment Advisors position in Q2 2026.
California Water Service made up ﹤0.01% of Highland Investment Advisors's portfolio in Q2 2026, its #537 holding.
329 funds tracked by Wall St. Rank held California Water Service as of Q2 2026.

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