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Pinnacle Wealth Planning Services’s California Water Service CWT Stock Holding History

Pinnacle Wealth Planning Services’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 		$41.7K Sell
919
-1,259
-58% -$56.5K ﹤0.01% 1301
2025
Q4 		$94.4K Buy
+2,178
New +$99.3K 0.01% 809
2021
Q1 		– Sell
-1,119
Closed -$61K – 742
2020
Q4 		$61K Buy
+1,119
New +$55.1K 0.01% 695

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

Pinnacle Wealth Planning Services's CWT Position: Q1 2026 in Review

Pinnacle Wealth Planning Services reduced its California Water Service (CWT) stake by 58% in Q1 2026, selling an estimated $56.5K and leaving 919 shares worth $41.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1301.

Pinnacle Wealth Planning Services first reported a position in CWT in Q4 2020 and has held it in 3 quarters since. The position peaked at $94.4K in Q4 2025. 337 funds tracked by Wall St. Rank hold CWT as of Q1 2026.

  • Pinnacle Wealth Planning Services held 919 shares of California Water Service worth $41.7K as of Q1 2026.
  • Pinnacle Wealth Planning Services sold 1,259 California Water Service shares in Q1 2026, an estimated $56.5K.
  • California Water Service made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1301 holding.
  • Pinnacle Wealth Planning Services first reported a position in California Water Service in Q4 2020 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's California Water Service position peaked at $94.4K in Q4 2025.
  • 337 funds tracked by Wall St. Rank held California Water Service as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.