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IFP Advisors’s California Water Service CWT Stock Holding History

IFP 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 		$59K Buy
1,213
+745
+159% +$33.6K ﹤0.01% 2298
2026
Q1 		$21.2K Buy
468
+105
+29% +$4.71K ﹤0.01% 2747
2025
Q4 		$15.7K Hold
363
– – ﹤0.01% 2842
2025
Q3 		$16.7K Sell
363
-72
-17% -$3.31K ﹤0.01% 2672
2025
Q2 		$22.2K Buy
435
+82
+23% +$3.92K ﹤0.01% 2487
2025
Q1 		$17.1K Sell
353
-10
-3% -$454 ﹤0.01% 2359
2024
Q4 		$16.5K Buy
363
+10
+3% +$505 ﹤0.01% 2335
2024
Q3 		$19.1K Buy
353
+166
+89% +$8.8K ﹤0.01% 2164
2024
Q2 		$9.07K Hold
187
– – ﹤0.01% 2371
2024
Q1 		$8.69K Hold
187
– – ﹤0.01% 2285
2023
Q4 		$9.7K Hold
187
– – ﹤0.01% 2197
2023
Q3 		$8.85K Hold
187
– – ﹤0.01% 2299
2023
Q2 		$9.65K Hold
187
– – ﹤0.01% 2319
2023
Q1 		$7.48K Sell
187
-609
-77% -$36.1K ﹤0.01% 2410
2022
Q4 		$33K Sell
796
-82
-9% -$4.92K ﹤0.01% 2524
2022
Q3 		$50K Hold
878
– – ﹤0.01% 2368
2022
Q2 		$50K Hold
878
– – ﹤0.01% 2172
2022
Q1 		$50K Buy
878
+670
+322% +$40.4K ﹤0.01% 2172
2021
Q4 		$15K Buy
208
+9
+5% +$579 ﹤0.01% 2061
2021
Q3 		$13K Buy
199
+12
+6% +$738 ﹤0.01% 2162
2021
Q2 		$10K Hold
187
– – ﹤0.01% 2200
2021
Q1 		$10K Hold
187
– – ﹤0.01% 2136
2020
Q4 		$10K Hold
187
– – ﹤0.01% 2071
2020
Q3 		$8K Sell
187
-480
-72% -$22.3K ﹤0.01% 1977
2020
Q2 		$31K Buy
667
+56
+9% +$2.64K ﹤0.01% 1413
2020
Q1 		$29K Hold
611
– – ﹤0.01% 1342
2019
Q4 		$32K Hold
611
– – ﹤0.01% 1426
2019
Q3 		$33K Buy
+611
New +$32.7K ﹤0.01% 1546
2019
Q1 		$19K Sell
358
-415
-54% -$20.9K ﹤0.01% 1368
2018
Q4 		$36K Sell
773
-157
-17% -$6.95K ﹤0.01% 1791
2018
Q3 		$40K Hold
930
– – ﹤0.01% 2010
2018
Q2 		$36K Buy
930
+37
+4% +$1.45K ﹤0.01% 2110
2018
Q1 		$40K Hold
893
– – ﹤0.01% 1944
2017
Q4 		$40K Sell
893
-2,064
-70% -$88.9K ﹤0.01% 1965
2017
Q3 		$113K Buy
2,957
+46
+2% +$1.74K ﹤0.01% 1481
2017
Q2 		$107K Sell
2,911
-2
-0.1% -$72 ﹤0.01% 1496
2017
Q1 		$104K Buy
2,913
+3
+0.1% +$104 ﹤0.01% 1472
2016
Q4 		$99K Sell
2,910
-554
-16% -$18.3K ﹤0.01% 1460
2016
Q3 		$111K Buy
3,464
+141
+4% +$4.55K 0.01% 1303
2016
Q2 		$116K Buy
3,323
+2,965
+828% +$87K 0.01% 1244
2016
Q1 		$19K Sell
358
-987
-73% -$24.6K ﹤0.01% 1368
2015
Q4 		$31K Buy
+1,345
New +$30.6K ﹤0.01% 1888

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
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $5.7B AUM 35.76% 1-Year Est. Return
Handelsbanken Fonder
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

IFP Advisors's CWT Position: Q2 2026 in Review

IFP Advisors increased its California Water Service (CWT) stake by 159% in Q2 2026, buying an estimated $33.6K and bringing the position to 1,213 shares worth $59K. The position accounts for ﹤0.01% of the portfolio, ranked #2298.

IFP Advisors first reported a position in CWT in Q4 2015 and has held it in 42 quarters since. The position peaked at $116K in Q2 2016. 35 funds tracked by Wall St. Rank hold CWT as of Q2 2026.

  • IFP Advisors held 1,213 shares of California Water Service worth $59K as of Q2 2026.
  • IFP Advisors bought 745 California Water Service shares in Q2 2026, an estimated $33.6K.
  • California Water Service made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #2298 holding.
  • IFP Advisors first reported a position in California Water Service in Q4 2015 and has held it in 42 quarters since.
  • IFP Advisors's California Water Service position peaked at $116K in Q2 2016.
  • 35 funds tracked by Wall St. Rank held California Water Service as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.