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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Amundi
Amundi Paris, France $367B AUM 31.23% 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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Perigon Wealth Management's CWT Position: Q1 2026 in Review

Perigon Wealth Management increased its California Water Service (CWT) stake by 4.8% in Q1 2026, buying an estimated $21.8K and bringing the position to 10,692 shares worth $485K. The position accounts for 0.01% of the portfolio, ranked #815.

Perigon Wealth Management first reported a position in CWT in Q4 2025 and has held it in 2 quarters since. 337 funds tracked by Wall St. Rank hold CWT as of Q1 2026.

  • Perigon Wealth Management held 10,692 shares of California Water Service worth $485K as of Q1 2026.
  • Perigon Wealth Management bought 486 California Water Service shares in Q1 2026, an estimated $21.8K.
  • California Water Service made up 0.01% of Perigon Wealth Management's portfolio in Q1 2026, its #815 holding.
  • Perigon Wealth Management first reported a position in California Water Service in Q4 2025 and has held it in 2 quarters since.
  • 337 funds tracked by Wall St. Rank held California Water Service as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.