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Raffa Wealth Management’s California Water Service CWT Stock Holding History

Raffa Wealth 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
Q2 		– Sell
-1
Closed -$45 – 1617
2026
Q1 		$45 Buy
+1
New +$45 ﹤0.01% 1405
2017
Q1 		– Sell
-18
Closed -$610 – 492
2016
Q4 		$610 Hold
18
– – ﹤0.01% 659
2016
Q3 		$578 Hold
18
– – ﹤0.01% 657
2016
Q2 		$629 Buy
+18
New +$528 ﹤0.01% 584

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 $413B AUM 44.57% 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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $588M AUM 6.93% 1-Year Est. Return

Raffa Wealth Management's CWT Position: Q2 2026 in Review

Raffa Wealth Management sold out of California Water Service (CWT) in Q2 2026, closing a stake of 1 share — an estimated $45 sold.

Raffa Wealth Management first reported a position in CWT in Q2 2016 and held it in 4 quarters. The position peaked at $629 in Q2 2016. 329 funds tracked by Wall St. Rank hold CWT as of Q2 2026.

  • Raffa Wealth Management reported no remaining California Water Service position as of Q2 2026 after selling out during the quarter.
  • Raffa Wealth Management sold 1 California Water Service share in Q2 2026, an estimated $45.
  • Raffa Wealth Management first reported a position in California Water Service in Q2 2016 and held it in 4 quarters.
  • Raffa Wealth Management's California Water Service position peaked at $629 in Q2 2016.
  • 329 funds tracked by Wall St. Rank held California Water Service as of Q2 2026.

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