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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
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 $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

Hohimer Wealth Management's CWT Position: Q1 2026 in Review

Hohimer Wealth Management opened a new position in California Water Service (CWT) in Q1 2026: 4,588 shares worth $208K. The stake represents 0.02% of the portfolio and ranks #353 among its holdings. This is a return to the name: Hohimer Wealth Management previously reported a position in CWT as recently as Q3 2025.

Hohimer Wealth Management first reported a position in CWT in Q3 2025 and has held it in 2 quarters since. The position peaked at $214K in Q3 2025. 339 funds tracked by Wall St. Rank hold CWT as of Q1 2026.

  • Hohimer Wealth Management held 4,588 shares of California Water Service worth $208K as of Q1 2026.
  • California Water Service was a new Hohimer Wealth Management position in Q1 2026.
  • California Water Service made up 0.02% of Hohimer Wealth Management's portfolio in Q1 2026, its #353 holding.
  • Hohimer Wealth Management first reported a position in California Water Service in Q3 2025 and has held it in 2 quarters since.
  • Hohimer Wealth Management's California Water Service position peaked at $214K in Q3 2025.
  • 339 funds tracked by Wall St. Rank held California Water Service as of Q1 2026.

Based on Hohimer Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.