HM Payson & Co’s California Water Service CWT Stock Holding History

HM Payson & Co’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	$20.4K	Hold	420	–	–	﹤0.01%	850
2026 Q1	$19K	Hold	420	–	–	﹤0.01%	849
2025 Q4	$18.2K	Hold	420	–	–	﹤0.01%	851
2025 Q3	$19.3K	Hold	420	–	–	﹤0.01%	837
2025 Q2	$19.1K	Hold	420	–	–	﹤0.01%	794
2025 Q1	$20.4K	Hold	420	–	–	﹤0.01%	787
2024 Q4	$19K	Hold	420	–	–	﹤0.01%	779
2024 Q3	$22.8K	Hold	420	–	–	﹤0.01%	752
2024 Q2	$20.4K	Sell	420 -420	-50%	-$20.4K	﹤0.01%	756
2024 Q1	$39K	Sell	840 -420	-33%	-$19.7K	﹤0.01%	640
2023 Q4	$65.4K	Hold	1,260	–	–	﹤0.01%	548
2023 Q3	$59.6K	Hold	1,260	–	–	﹤0.01%	554
2023 Q2	$65.1K	Hold	1,260	–	–	﹤0.01%	540
2023 Q1	$73.3K	Hold	1,260	–	–	﹤0.01%	517
2022 Q4	$76.4K	Hold	1,260	–	–	﹤0.01%	501
2022 Q3	$66K	Hold	1,260	–	–	﹤0.01%	529
2022 Q2	$70K	Hold	1,260	–	–	﹤0.01%	526
2022 Q1	$75K	Hold	1,260	–	–	﹤0.01%	541
2021 Q4	$91K	Hold	1,260	–	–	﹤0.01%	510
2021 Q3	$74K	Hold	1,260	–	–	﹤0.01%	530
2021 Q2	$70K	Sell	1,260 -189	-13%	-$10.9K	﹤0.01%	535
2021 Q1	$82K	Hold	1,449	–	–	﹤0.01%	518
2020 Q4	$78K	Hold	1,449	–	–	﹤0.01%	517
2020 Q3	$63K	Hold	1,449	–	–	﹤0.01%	519
2020 Q2	$69K	Hold	1,449	–	–	﹤0.01%	478
2020 Q1	$73K	Hold	1,449	–	–	﹤0.01%	441
2019 Q4	$75K	Hold	1,449	–	–	﹤0.01%	516
2019 Q3	$77K	Hold	1,449	–	–	﹤0.01%	517
2019 Q2	$73K	Buy	+1,449	New	+$72.8K	﹤0.01%	529

Other funds holding CWT

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

CWA

Canvas Wealth Advisors Shawnee, Kansas $717M AUM 41.56% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

SOAMC

Spirit of America Management Corp Syosset, New York $530M AUM 36.47% 1-Year Est. Return

HM Payson & Co's CWT Position: Q2 2026 in Review

HM Payson & Co held its California Water Service (CWT) position steady in Q2 2026 at 420 shares worth $20.4K. The position accounts for ﹤0.01% of the portfolio, ranked #850.

HM Payson & Co first reported a position in CWT in Q2 2019 and has held it in 29 quarters since. The position peaked at $91K in Q4 2021. 36 funds tracked by Wall St. Rank hold CWT as of Q2 2026.

HM Payson & Co held 420 shares of California Water Service worth $20.4K as of Q2 2026.
HM Payson & Co left its California Water Service share count unchanged in Q2 2026.
California Water Service made up ﹤0.01% of HM Payson & Co's portfolio in Q2 2026, its #850 holding.
HM Payson & Co first reported a position in California Water Service in Q2 2019 and has held it in 29 quarters since.
HM Payson & Co's California Water Service position peaked at $91K in Q4 2021.
36 funds tracked by Wall St. Rank held California Water Service as of Q2 2026.

Based on HM Payson & Co's 13F filing for Q2 2026, filed 17 Jul 2026.