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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
Q2 		$40.5K Sell
833
-86
-9% -$3.88K ﹤0.01% 1416
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 $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

Pinnacle Wealth Planning Services's CWT Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its California Water Service (CWT) stake by 9.4% in Q2 2026, selling an estimated $3.88K and leaving 833 shares worth $40.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1416.

Pinnacle Wealth Planning Services first reported a position in CWT in Q4 2020 and has held it in 4 quarters since. The position peaked at $94.4K in Q4 2025. 345 funds tracked by Wall St. Rank hold CWT as of Q2 2026.

  • Pinnacle Wealth Planning Services held 833 shares of California Water Service worth $40.5K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 86 California Water Service shares in Q2 2026, an estimated $3.88K.
  • California Water Service made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1416 holding.
  • Pinnacle Wealth Planning Services first reported a position in California Water Service in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's California Water Service position peaked at $94.4K in Q4 2025.
  • 345 funds tracked by Wall St. Rank held California Water Service as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.