Jackson Grant Investment Advisers’s California Water Service CWT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $80.8K | Hold |
1,661
| – | – | 0.03% | 171 |
|
|
2026
Q1 | $75.3K | Hold |
1,661
| – | – | 0.03% | 179 |
|
|
2025
Q4 | $72K | Hold |
1,661
| – | – | 0.02% | 181 |
|
|
2025
Q3 | $76.2K | Hold |
1,661
| – | – | 0.03% | 175 |
|
|
2025
Q2 | $75.5K | Hold |
1,661
| – | – | 0.03% | 157 |
|
|
2025
Q1 | $80.5K | Hold |
1,661
| – | – | 0.03% | 150 |
|
|
2024
Q4 | $75.3K | Hold |
1,661
| – | – | 0.03% | 154 |
|
|
2024
Q3 | $90.1K | Hold |
1,661
| – | – | 0.03% | 151 |
|
|
2024
Q2 | $80.5K | Hold |
1,661
| – | – | 0.03% | 150 |
|
|
2024
Q1 | $77.2K | Hold |
1,661
| – | – | 0.03% | 150 |
|
|
2023
Q4 | $86.1K | Hold |
1,661
| – | – | 0.04% | 146 |
|
|
2023
Q3 | $78.6K | Hold |
1,661
| – | – | 0.04% | 145 |
|
|
2023
Q2 | $85.8K | Hold |
1,661
| – | – | 0.04% | 141 |
|
|
2023
Q1 | $96.7K | Hold |
1,661
| – | – | 0.05% | 146 |
|
|
2022
Q4 | $101K | Hold |
1,661
| – | – | 0.05% | 137 |
|
|
2022
Q3 | $88K | Hold |
1,661
| – | – | 0.05% | 141 |
|
|
2022
Q2 | $92K | Hold |
1,661
| – | – | 0.05% | 141 |
|
|
2022
Q1 | $98K | Hold |
1,661
| – | – | 0.04% | 147 |
|
|
2021
Q4 | $119K | Hold |
1,661
| – | – | 0.06% | 115 |
|
|
2021
Q3 | $98K | Hold |
1,661
| – | – | 0.04% | 148 |
|
|
2021
Q2 | $92K | Hold |
1,661
| – | – | 0.04% | 150 |
|
|
2021
Q1 | $94K | Hold |
1,661
| – | – | 0.04% | 145 |
|
|
2020
Q4 | $90K | Hold |
1,661
| – | – | 0.05% | 138 |
|
|
2020
Q3 | $72K | Hold |
1,661
| – | – | 0.04% | 127 |
|
|
2020
Q2 | $79K | Hold |
1,661
| – | – | 0.05% | 121 |
|
|
2020
Q1 | $84K | Buy |
1,661
+6
| +0.4% | +$311 | 0.06% | 113 |
|
|
2019
Q4 | $85K | Buy |
1,655
+7
| +0.4% | +$365 | 0.05% | 126 |
|
|
2019
Q3 | $87K | Buy |
1,648
+6
| +0.4% | +$321 | 0.05% | 125 |
|
|
2019
Q2 | $83K | Buy |
1,642
+6
| +0.4% | +$302 | 0.05% | 126 |
|
|
2019
Q1 | $89K | Buy |
1,636
+6
| +0.4% | +$302 | 0.05% | 120 |
|
|
2018
Q4 | $78K | Buy |
1,630
+7
| +0.4% | +$310 | 0.05% | 123 |
|
|
2018
Q3 | $70K | Buy |
1,623
+8
| +0.5% | +$329 | 0.04% | 131 |
|
|
2018
Q2 | $63K | Buy |
1,615
+7
| +0.4% | +$274 | 0.04% | 137 |
|
|
2018
Q1 | $60K | Buy |
1,608
+8
| +0.5% | +$319 | 0.04% | 136 |
|
|
2017
Q4 | $73K | Buy |
+1,600
| New | +$68.9K | 0.05% | 130 |
|
Other funds holding CWT
AIP
Jackson Grant Investment Advisers's CWT Position: Q2 2026 in Review
Jackson Grant Investment Advisers held its California Water Service (CWT) position steady in Q2 2026 at 1,661 shares worth $80.8K. The position accounts for 0.03% of the portfolio, ranked #171.
Jackson Grant Investment Advisers first reported a position in CWT in Q4 2017 and has held it in 35 quarters since. The position peaked at $119K in Q4 2021. 345 funds tracked by Wall St. Rank hold CWT as of Q2 2026.
- Jackson Grant Investment Advisers held 1,661 shares of California Water Service worth $80.8K as of Q2 2026.
- Jackson Grant Investment Advisers left its California Water Service share count unchanged in Q2 2026.
- California Water Service made up 0.03% of Jackson Grant Investment Advisers's portfolio in Q2 2026, its #171 holding.
- Jackson Grant Investment Advisers first reported a position in California Water Service in Q4 2017 and has held it in 35 quarters since.
- Jackson Grant Investment Advisers's California Water Service position peaked at $119K in Q4 2021.
- 345 funds tracked by Wall St. Rank held California Water Service as of Q2 2026.
Based on Jackson Grant Investment Advisers's 13F filing for Q2 2026, filed 31 Jul 2026.