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

Perigon 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 		$512K Sell
10,518
-174
-2% -$7.85K 0.01% 889
2026
Q1 		$485K Buy
10,692
+486
+5% +$21.8K 0.01% 815
2025
Q4 		$442K Buy
+10,206
New +$465K 0.01% 853

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

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

Perigon Wealth Management reduced its California Water Service (CWT) stake by 1.6% in Q2 2026, selling an estimated $7.85K and leaving 10,518 shares worth $512K. The position accounts for 0.01% of the portfolio, ranked #889.

Perigon Wealth Management first reported a position in CWT in Q4 2025 and has held it in 3 quarters since. 345 funds tracked by Wall St. Rank hold CWT as of Q2 2026.

  • Perigon Wealth Management held 10,518 shares of California Water Service worth $512K as of Q2 2026.
  • Perigon Wealth Management sold 174 California Water Service shares in Q2 2026, an estimated $7.85K.
  • California Water Service made up 0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #889 holding.
  • Perigon Wealth Management first reported a position in California Water Service in Q4 2025 and has held it in 3 quarters since.
  • 345 funds tracked by Wall St. Rank held California Water Service as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.