LWP
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LeClair Wealth Partners’s California Water Service CWT Stock Holding History

LeClair Wealth Partners’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 		$221K Buy
+4,871
New +$219K 0.08% 101

Other funds holding CWT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

LeClair Wealth Partners's CWT Position: Q1 2026 in Review

LeClair Wealth Partners opened a new position in California Water Service (CWT) in Q1 2026: 4,871 shares worth $221K. The stake represents 0.08% of the portfolio and ranks #101 among its holdings.

337 funds tracked by Wall St. Rank hold CWT as of Q1 2026.

  • LeClair Wealth Partners held 4,871 shares of California Water Service worth $221K as of Q1 2026.
  • California Water Service was a new LeClair Wealth Partners position in Q1 2026.
  • California Water Service made up 0.08% of LeClair Wealth Partners's portfolio in Q1 2026, its #101 holding.
  • 337 funds tracked by Wall St. Rank held California Water Service as of Q1 2026.

Based on LeClair Wealth Partners's 13F filing for Q1 2026, filed 5 May 2026.