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Larson Financial Group’s California Water Service CWT Stock Holding History

Larson Financial Group’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 		$38.1K Buy
784
+14
+2% +$631 ﹤0.01% 1646
2026
Q1 		$34.9K Buy
770
+2
+0.3% +$90 ﹤0.01% 1553
2025
Q4 		$33.3K Sell
768
-27
-3% -$1.23K ﹤0.01% 1437
2025
Q3 		$36.5K Sell
795
-1
-0.1% -$46 ﹤0.01% 1300
2025
Q2 		$36.2K Buy
796
+365
+85% +$17.5K ﹤0.01% 1202
2025
Q1 		$20.9K Sell
431
-12
-3% -$545 ﹤0.01% 1348
2024
Q4 		$20.1K Buy
443
+12
+3% +$606 ﹤0.01% 1218
2024
Q3 		$23.4K Hold
431
– – ﹤0.01% 1144
2024
Q2 		$20.9K Buy
+431
New +$20.9K ﹤0.01% 1036

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 $3.37T AUM 44.26% 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

Larson Financial Group's CWT Position: Q2 2026 in Review

Larson Financial Group increased its California Water Service (CWT) stake by 1.8% in Q2 2026, buying an estimated $631 and bringing the position to 784 shares worth $38.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1646.

Larson Financial Group first reported a position in CWT in Q2 2024 and has held it in 9 quarters since. 346 funds tracked by Wall St. Rank hold CWT as of Q2 2026.

  • Larson Financial Group held 784 shares of California Water Service worth $38.1K as of Q2 2026.
  • Larson Financial Group bought 14 California Water Service shares in Q2 2026, an estimated $631.
  • California Water Service made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #1646 holding.
  • Larson Financial Group first reported a position in California Water Service in Q2 2024 and has held it in 9 quarters since.
  • 346 funds tracked by Wall St. Rank held California Water Service as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.