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Private Wealth Asset Management’s California Water Service CWT Stock Holding History

Private Wealth Asset 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 		– Sell
-3
Closed -$130 – 981
2025
Q4 		$130 Hold
3
– – ﹤0.01% 1061
2025
Q3 		$138 Hold
3
– – ﹤0.01% 1044
2025
Q2 		$136 Hold
3
– – ﹤0.01% 1042
2025
Q1 		$145 Buy
+3
New +$136 ﹤0.01% 1132

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

Private Wealth Asset Management's CWT Position: Q1 2026 in Review

Private Wealth Asset Management sold out of California Water Service (CWT) in Q1 2026, closing a stake of 3 shares — an estimated $130 sold.

Private Wealth Asset Management first reported a position in CWT in Q1 2025 and held it in 4 quarters. The position peaked at $145 in Q1 2025. 337 funds tracked by Wall St. Rank hold CWT as of Q1 2026.

  • Private Wealth Asset Management reported no remaining California Water Service position as of Q1 2026 after selling out during the quarter.
  • Private Wealth Asset Management sold 3 California Water Service shares in Q1 2026, an estimated $130.
  • Private Wealth Asset Management first reported a position in California Water Service in Q1 2025 and held it in 4 quarters.
  • Private Wealth Asset Management's California Water Service position peaked at $145 in Q1 2025.
  • 337 funds tracked by Wall St. Rank held California Water Service as of Q1 2026.

Based on Private Wealth Asset Management's 13F filing for Q1 2026, filed 6 May 2026.