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

Private Wealth Management Group’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 		$3.16K Hold
65
– – ﹤0.01% 1014
2026
Q1 		$2.95K Hold
65
– – ﹤0.01% 954
2025
Q4 		$2.82K Hold
65
– – ﹤0.01% 969
2025
Q3 		$2.98K Hold
65
– – ﹤0.01% 983
2025
Q2 		$2.96K Hold
65
– – ﹤0.01% 966
2025
Q1 		$3.15K Buy
65
+17
+35% +$772 ﹤0.01% 895
2024
Q4 		$2.18K Buy
+48
New +$2.42K ﹤0.01% 1048

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

Private Wealth Management Group's CWT Position: Q2 2026 in Review

Private Wealth Management Group held its California Water Service (CWT) position steady in Q2 2026 at 65 shares worth $3.16K. The position accounts for ﹤0.01% of the portfolio, ranked #1014.

Private Wealth Management Group first reported a position in CWT in Q4 2024 and has held it in 7 quarters since. 345 funds tracked by Wall St. Rank hold CWT as of Q2 2026.

  • Private Wealth Management Group held 65 shares of California Water Service worth $3.16K as of Q2 2026.
  • Private Wealth Management Group left its California Water Service share count unchanged in Q2 2026.
  • California Water Service made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #1014 holding.
  • Private Wealth Management Group first reported a position in California Water Service in Q4 2024 and has held it in 7 quarters since.
  • 345 funds tracked by Wall St. Rank held California Water Service as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.