LWP
CWT icon

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
Q2 		– Sell
-4,871
Closed -$221K – 138
2026
Q1 		$221K Buy
+4,871
New +$219K 0.08% 101

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

LeClair Wealth Partners's CWT Position: Q2 2026 in Review

LeClair Wealth Partners sold out of California Water Service (CWT) in Q2 2026, closing a stake of 4,871 shares — an estimated $221K sold.

LeClair Wealth Partners first reported a position in CWT in Q1 2026 and held it in 1 quarter. The position peaked at $221K in Q1 2026. 345 funds tracked by Wall St. Rank hold CWT as of Q2 2026.

  • LeClair Wealth Partners reported no remaining California Water Service position as of Q2 2026 after selling out during the quarter.
  • LeClair Wealth Partners sold 4,871 California Water Service shares in Q2 2026, an estimated $221K.
  • LeClair Wealth Partners first reported a position in California Water Service in Q1 2026 and held it in 1 quarter.
  • LeClair Wealth Partners's California Water Service position peaked at $221K in Q1 2026.
  • 345 funds tracked by Wall St. Rank held California Water Service as of Q2 2026.

Based on LeClair Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.