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LRI Investments’s California Water Service CWT Stock Holding History

LRI Investments’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 		$97 Buy
+2
New +$90 ﹤0.01% 1849

Other funds holding CWT

TIM
Triodos Investment Management Driebergen-Rijsenburg, Netherlands $1.64B AUM 37.98% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
MSRPS
Maryland State Retirement & Pension System Baltimore, Maryland $5.84B AUM 38.19% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.79B AUM 30.56% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
NAMM
NorthStar Asset Management (Massachusetts) Boston, Massachusetts $341M AUM 17.6% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
FISPB
Fideuram - Intesa Sanpaolo Private Banking Turin $3.33B AUM

LRI Investments's CWT Position: Q2 2026 in Review

LRI Investments opened a new position in California Water Service (CWT) in Q2 2026: 2 shares worth $97. The stake represents ﹤0.01% of the portfolio and ranks #1849 among its holdings.

95 funds tracked by Wall St. Rank hold CWT as of Q2 2026.

  • LRI Investments held 2 shares of California Water Service worth $97 as of Q2 2026.
  • California Water Service was a new LRI Investments position in Q2 2026.
  • California Water Service made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1849 holding.
  • 95 funds tracked by Wall St. Rank held California Water Service as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.