SageView Advisory Group’s California Water Service CWT Stock Holding History

SageView Advisory 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
2025 Q4	$2.56K	Buy	+59	New	+$2.69K	﹤0.01%	2165

Other funds holding CWT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

SageView Advisory Group's CWT Position: Q4 2025 in Review

SageView Advisory Group opened a new position in California Water Service (CWT) in Q4 2025: 59 shares worth $2.56K. The stake represents ﹤0.01% of the portfolio and ranks #2165 among its holdings.

330 funds tracked by Wall St. Rank hold CWT as of Q4 2025.

SageView Advisory Group held 59 shares of California Water Service worth $2.56K as of Q4 2025.
California Water Service was a new SageView Advisory Group position in Q4 2025.
California Water Service made up ﹤0.01% of SageView Advisory Group's portfolio in Q4 2025, its #2165 holding.
330 funds tracked by Wall St. Rank held California Water Service as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.