Jackson Grant Investment Advisers’s California Water Service CWT Stock Holding History

Jackson Grant Investment Advisers’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	$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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Jackson Grant Investment Advisers's CWT Position: Q1 2026 in Review

Jackson Grant Investment Advisers held its California Water Service (CWT) position steady in Q1 2026 at 1,661 shares worth $75.3K. The position accounts for 0.03% of the portfolio, ranked #179.

Jackson Grant Investment Advisers first reported a position in CWT in Q4 2017 and has held it in 34 quarters since. The position peaked at $119K in Q4 2021. 338 funds tracked by Wall St. Rank hold CWT as of Q1 2026.

Jackson Grant Investment Advisers held 1,661 shares of California Water Service worth $75.3K as of Q1 2026.
Jackson Grant Investment Advisers left its California Water Service share count unchanged in Q1 2026.
California Water Service made up 0.03% of Jackson Grant Investment Advisers's portfolio in Q1 2026, its #179 holding.
Jackson Grant Investment Advisers first reported a position in California Water Service in Q4 2017 and has held it in 34 quarters since.
Jackson Grant Investment Advisers's California Water Service position peaked at $119K in Q4 2021.
338 funds tracked by Wall St. Rank held California Water Service as of Q1 2026.

Based on Jackson Grant Investment Advisers's 13F filing for Q1 2026, filed 8 May 2026.