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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
Q2 		– Sell
-116
Closed -$5.26K – 1064
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
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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

Root Financial Partners's CWT Position: Q2 2026 in Review

Root Financial Partners sold out of California Water Service (CWT) in Q2 2026, closing a stake of 116 shares — an estimated $5.26K sold.

Root Financial Partners first reported a position in CWT in Q3 2025 and held it in 3 quarters. The position peaked at $5.26K in Q1 2026. 345 funds tracked by Wall St. Rank hold CWT as of Q2 2026.

  • Root Financial Partners reported no remaining California Water Service position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 116 California Water Service shares in Q2 2026, an estimated $5.26K.
  • Root Financial Partners first reported a position in California Water Service in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's California Water Service position peaked at $5.26K in Q1 2026.
  • 345 funds tracked by Wall St. Rank held California Water Service as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.