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Salomon & Ludwin’s California Water Service CWT Stock Holding History

Salomon & Ludwin’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 		$26.1K Buy
564
+191
+51% +$8.57K ﹤0.01% 894
2025
Q4 		$15.9K Buy
373
+26
+7% +$1.19K ﹤0.01% 1087
2025
Q3 		$15.8K Buy
+347
New +$16K ﹤0.01% 984

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

Salomon & Ludwin's CWT Position: Q1 2026 in Review

Salomon & Ludwin increased its California Water Service (CWT) stake by 51% in Q1 2026, buying an estimated $8.57K and bringing the position to 564 shares worth $26.1K. The position accounts for ﹤0.01% of the portfolio, ranked #894.

Salomon & Ludwin 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.

  • Salomon & Ludwin held 564 shares of California Water Service worth $26.1K as of Q1 2026.
  • Salomon & Ludwin bought 191 California Water Service shares in Q1 2026, an estimated $8.57K.
  • California Water Service made up ﹤0.01% of Salomon & Ludwin's portfolio in Q1 2026, its #894 holding.
  • Salomon & Ludwin 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 Salomon & Ludwin's 13F filing for Q1 2026, filed 11 May 2026.