HighTower Advisors’s California Water Service CWT Stock Holding History

HighTower 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	$1.28M	Sell	26,233 -1,619	-6%	-$73K	﹤0.01%	2090
2026 Q1	$1.26M	Buy	27,852 +2,552	+10%	+$114K	﹤0.01%	2025
2025 Q4	$1.1M	Sell	25,300 -1,074	-4%	-$49K	﹤0.01%	2052
2025 Q3	$1.21M	Sell	26,374 -655	-2%	-$30.2K	﹤0.01%	1968
2025 Q2	$1.23M	Buy	27,029 +1,244	+5%	+$59.5K	﹤0.01%	1873
2025 Q1	$1.25M	Buy	25,785 +2,580	+11%	+$117K	﹤0.01%	1815
2024 Q4	$1.05M	Buy	23,205 +2,209	+11%	+$112K	﹤0.01%	1921
2024 Q3	$1.15M	Buy	20,996 +151	+0.7%	+$8.01K	﹤0.01%	1852
2024 Q2	$1.02M	Buy	20,845 +13	+0.1%	+$632	﹤0.01%	1854
2024 Q1	$974K	Sell	20,832 -765	-4%	-$35.9K	﹤0.01%	1818
2023 Q4	$1.12M	Buy	21,597 +1,075	+5%	+$54.1K	﹤0.01%	1789
2023 Q3	$973K	Sell	20,522 -2,227	-10%	-$113K	﹤0.01%	1784
2023 Q2	$1.17M	Sell	22,749 -377	-2%	-$21.2K	﹤0.01%	1667
2023 Q1	$1.36M	Buy	23,126 +9,811	+74%	+$582K	﹤0.01%	1507
2022 Q4	$815K	Buy	13,315 +6,250	+88%	+$375K	﹤0.01%	1797
2022 Q3	$373K	Buy	7,065 +63	+0.9%	+$3.69K	﹤0.01%	2212
2022 Q2	$390K	Sell	7,002 -156	-2%	-$8.4K	﹤0.01%	2203
2022 Q1	$426K	Buy	7,158 +373	+5%	+$22.5K	﹤0.01%	2289
2021 Q4	$487K	Sell	6,785 -63	-0.9%	-$4.05K	﹤0.01%	2180
2021 Q3	$404K	Hold	6,848	–	–	﹤0.01%	2209
2021 Q2	$381K	Buy	6,848 +2,000	+41%	+$115K	﹤0.01%	2210
2021 Q1	$273K	Sell	4,848 -2,400	-33%	-$133K	﹤0.01%	2368
2020 Q4	$393K	Sell	7,248 -54	-0.7%	-$2.66K	﹤0.01%	1757
2020 Q3	$318K	Buy	7,302 +8	+0.1%	+$372	﹤0.01%	1800
2020 Q2	$348K	Buy	7,294 +1,620	+29%	+$76.5K	﹤0.01%	1639
2020 Q1	$286K	Buy	5,674 +505	+10%	+$26.2K	﹤0.01%	1600
2019 Q4	$267K	Hold	5,169	–	–	﹤0.01%	1791
2019 Q3	$274K	Buy	5,169 +69	+1%	+$3.7K	﹤0.01%	1852
2019 Q2	$258K	Sell	5,100 -250	-5%	-$12.6K	﹤0.01%	1893
2019 Q1	$291K	Sell	5,350 -50	-0.9%	-$2.52K	﹤0.01%	1730
2018 Q4	$257K	Buy	+5,400	New	+$239K	﹤0.01%	1689

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 $416B AUM 44.19% 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

AIP

Atlas Infrastructure Partners London, United Kingdom $3.3B AUM 16.21% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

HighTower Advisors's CWT Position: Q2 2026 in Review

HighTower Advisors reduced its California Water Service (CWT) stake by 5.8% in Q2 2026, selling an estimated $73K and leaving 26,233 shares worth $1.28M. The position accounts for ﹤0.01% of the portfolio, ranked #2090.

HighTower Advisors first reported a position in CWT in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.36M in Q1 2023. 345 funds tracked by Wall St. Rank hold CWT as of Q2 2026.

HighTower Advisors held 26,233 shares of California Water Service worth $1.28M as of Q2 2026.
HighTower Advisors sold 1,619 California Water Service shares in Q2 2026, an estimated $73K.
California Water Service made up ﹤0.01% of HighTower Advisors's portfolio in Q2 2026, its #2090 holding.
HighTower Advisors first reported a position in California Water Service in Q4 2018 and has held it in 31 quarters since.
HighTower Advisors's California Water Service position peaked at $1.36M in Q1 2023.
345 funds tracked by Wall St. Rank held California Water Service as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.