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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
2026
Q1 		– Sell
-59
Closed -$2.56K – 1028
2025
Q4 		$2.56K Buy
+59
New +$2.69K ﹤0.01% 2165

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
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
NI
Nuance Investments Kansas City, Missouri $588M AUM 6.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

SageView Advisory Group's CWT Position: Q1 2026 in Review

SageView Advisory Group sold out of California Water Service (CWT) in Q1 2026, closing a stake of 59 shares — an estimated $2.56K sold.

SageView Advisory Group first reported a position in CWT in Q4 2025 and held it in 1 quarter. The position peaked at $2.56K in Q4 2025. 339 funds tracked by Wall St. Rank hold CWT as of Q1 2026.

  • SageView Advisory Group reported no remaining California Water Service position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 59 California Water Service shares in Q1 2026, an estimated $2.56K.
  • SageView Advisory Group first reported a position in California Water Service in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's California Water Service position peaked at $2.56K in Q4 2025.
  • 339 funds tracked by Wall St. Rank held California Water Service as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.