Navigoe Wealth Management’s California Water Service CWT Stock Holding History

Navigoe Wealth Management’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	$0	Buy	+1	New	+$45	﹤0.01%	607

Other funds holding CWT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Navigoe Wealth Management's CWT Position: Q2 2026 in Review

Navigoe Wealth Management opened a new position in California Water Service (CWT) in Q2 2026: 1 share worth $0. The stake represents ﹤0.01% of the portfolio and ranks #607 among its holdings.

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

Navigoe Wealth Management held 1 share of California Water Service worth $0 as of Q2 2026.
California Water Service was a new Navigoe Wealth Management position in Q2 2026.
California Water Service made up ﹤0.01% of Navigoe Wealth Management's portfolio in Q2 2026, its #607 holding.
344 funds tracked by Wall St. Rank held California Water Service as of Q2 2026.

Based on Navigoe Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.