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

Parkworth 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
2025
Q2 		$50.9K Buy
1,119
+5
+0.4% +$239 0.04% 102
2025
Q1 		$54K Hold
1,114
– – 0.04% 91
2024
Q4 		$50.5K Buy
+1,114
New +$56.2K 0.04% 92

Other funds holding CWT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
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
BC
Broadwater Capital Boston, Massachusetts $134M AUM 21.11% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Parkworth Wealth Management's CWT Position: Q2 2025 in Review

Parkworth Wealth Management increased its California Water Service (CWT) stake by 0.45% in Q2 2025, buying an estimated $239 and bringing the position to 1,119 shares worth $50.9K. The position accounts for 0.04% of the portfolio, ranked #102.

Parkworth Wealth Management first reported a position in CWT in Q4 2024 and has held it in 3 quarters since. The position peaked at $54K in Q1 2025. 338 funds tracked by Wall St. Rank hold CWT as of Q2 2025.

  • Parkworth Wealth Management held 1,119 shares of California Water Service worth $50.9K as of Q2 2025.
  • Parkworth Wealth Management bought 5 California Water Service shares in Q2 2025, an estimated $239.
  • California Water Service made up 0.04% of Parkworth Wealth Management's portfolio in Q2 2025, its #102 holding.
  • Parkworth Wealth Management first reported a position in California Water Service in Q4 2024 and has held it in 3 quarters since.
  • Parkworth Wealth Management's California Water Service position peaked at $54K in Q1 2025.
  • 338 funds tracked by Wall St. Rank held California Water Service as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.