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Keating Financial Advisory Services’s California Water Service CWT Stock Holding History

Keating Financial Advisory Services’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 		$2.92K Sell
60
-7
-10% -$316 ﹤0.01% 1794
2026
Q1 		$3.04K Buy
67
+54
+415% +$2.42K ﹤0.01% 1671
2025
Q4 		$563 Buy
+13
New +$593 ﹤0.01% 1928

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 $3.38T AUM 44.17% 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

Keating Financial Advisory Services's CWT Position: Q2 2026 in Review

Keating Financial Advisory Services reduced its California Water Service (CWT) stake by 10% in Q2 2026, selling an estimated $316 and leaving 60 shares worth $2.92K. The position accounts for ﹤0.01% of the portfolio, ranked #1794.

Keating Financial Advisory Services first reported a position in CWT in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.04K in Q1 2026. 346 funds tracked by Wall St. Rank hold CWT as of Q2 2026.

  • Keating Financial Advisory Services held 60 shares of California Water Service worth $2.92K as of Q2 2026.
  • Keating Financial Advisory Services sold 7 California Water Service shares in Q2 2026, an estimated $316.
  • California Water Service made up ﹤0.01% of Keating Financial Advisory Services's portfolio in Q2 2026, its #1794 holding.
  • Keating Financial Advisory Services first reported a position in California Water Service in Q4 2025 and has held it in 3 quarters since.
  • Keating Financial Advisory Services's California Water Service position peaked at $3.04K in Q1 2026.
  • 346 funds tracked by Wall St. Rank held California Water Service as of Q2 2026.

Based on Keating Financial Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.