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Hohimer Wealth Management’s California Water Service CWT Stock Holding History

Hohimer Wealth Management’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 		$224K Buy
4,610
+22
+0.5% +$992 0.02% 347
2026
Q1 		$208K Buy
+4,588
New +$206K 0.02% 353
2025
Q4 		– Sell
-4,673
Closed -$214K – 334
2025
Q3 		$214K Buy
+4,673
New +$215K 0.03% 298

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 $3.37T AUM 44.26% 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

Hohimer Wealth Management's CWT Position: Q2 2026 in Review

Hohimer Wealth Management increased its California Water Service (CWT) stake by 0.48% in Q2 2026, buying an estimated $992 and bringing the position to 4,610 shares worth $224K. The position accounts for 0.02% of the portfolio, ranked #347.

Hohimer Wealth Management first reported a position in CWT in Q3 2025 and has held it in 3 quarters since. 346 funds tracked by Wall St. Rank hold CWT as of Q2 2026.

  • Hohimer Wealth Management held 4,610 shares of California Water Service worth $224K as of Q2 2026.
  • Hohimer Wealth Management bought 22 California Water Service shares in Q2 2026, an estimated $992.
  • California Water Service made up 0.02% of Hohimer Wealth Management's portfolio in Q2 2026, its #347 holding.
  • Hohimer Wealth Management first reported a position in California Water Service in Q3 2025 and has held it in 3 quarters since.
  • 346 funds tracked by Wall St. Rank held California Water Service as of Q2 2026.

Based on Hohimer Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.