Physician Wealth Advisors’s California Water Service CWT Stock Holding History

Physician Wealth Advisors’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	–	Sell	-27	Closed	-$1.23K	–	2359
2026 Q1	$1.23K	Buy	27 +9	+50%	+$404	﹤0.01%	1563
2025 Q4	$780	Buy	+18	New	+$821	﹤0.01%	1712

Other funds holding CWT

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

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

CWA

Canvas Wealth Advisors Shawnee, Kansas $717M AUM 41.56% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

SOAMC

Spirit of America Management Corp Syosset, New York $530M AUM 36.47% 1-Year Est. Return

Physician Wealth Advisors's CWT Position: Q2 2026 in Review

Physician Wealth Advisors sold out of California Water Service (CWT) in Q2 2026, closing a stake of 27 shares — an estimated $1.23K sold.

Physician Wealth Advisors first reported a position in CWT in Q4 2025 and held it in 2 quarters. The position peaked at $1.23K in Q1 2026. 37 funds tracked by Wall St. Rank hold CWT as of Q2 2026.

Physician Wealth Advisors reported no remaining California Water Service position as of Q2 2026 after selling out during the quarter.
Physician Wealth Advisors sold 27 California Water Service shares in Q2 2026, an estimated $1.23K.
Physician Wealth Advisors first reported a position in California Water Service in Q4 2025 and held it in 2 quarters.
Physician Wealth Advisors's California Water Service position peaked at $1.23K in Q1 2026.
37 funds tracked by Wall St. Rank held California Water Service as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.