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Root Financial Partners’s California Water Service CWT Stock Holding History

Root Financial Partners’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 		$5.26K Buy
116
+37
+47% +$1.66K ﹤0.01% 1934
2025
Q4 		$3.42K Buy
79
+9
+13% +$410 ﹤0.01% 1874
2025
Q3 		$3.21K Buy
+70
New +$3.22K ﹤0.01% 1865

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

Root Financial Partners's CWT Position: Q1 2026 in Review

Root Financial Partners increased its California Water Service (CWT) stake by 47% in Q1 2026, buying an estimated $1.66K and bringing the position to 116 shares worth $5.26K. The position accounts for ﹤0.01% of the portfolio, ranked #1934.

Root Financial Partners first reported a position in CWT in Q3 2025 and has held it in 3 quarters since. 337 funds tracked by Wall St. Rank hold CWT as of Q1 2026.

  • Root Financial Partners held 116 shares of California Water Service worth $5.26K as of Q1 2026.
  • Root Financial Partners bought 37 California Water Service shares in Q1 2026, an estimated $1.66K.
  • California Water Service made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1934 holding.
  • Root Financial Partners first reported a position in California Water Service in Q3 2025 and has held it in 3 quarters since.
  • 337 funds tracked by Wall St. Rank held California Water Service as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.