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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
Q2 		$19.4K Sell
396
-168
-30% -$7.58K ﹤0.01% 1168
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 $6.73T AUM 46.02% 1-Year Est. Return
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

Salomon & Ludwin's CWT Position: Q2 2026 in Review

Salomon & Ludwin reduced its California Water Service (CWT) stake by 30% in Q2 2026, selling an estimated $7.58K and leaving 396 shares worth $19.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1168.

Salomon & Ludwin first reported a position in CWT in Q3 2025 and has held it in 4 quarters since. The position peaked at $26.1K in Q1 2026. 346 funds tracked by Wall St. Rank hold CWT as of Q2 2026.

  • Salomon & Ludwin held 396 shares of California Water Service worth $19.4K as of Q2 2026.
  • Salomon & Ludwin sold 168 California Water Service shares in Q2 2026, an estimated $7.58K.
  • California Water Service made up ﹤0.01% of Salomon & Ludwin's portfolio in Q2 2026, its #1168 holding.
  • Salomon & Ludwin first reported a position in California Water Service in Q3 2025 and has held it in 4 quarters since.
  • Salomon & Ludwin's California Water Service position peaked at $26.1K in Q1 2026.
  • 346 funds tracked by Wall St. Rank held California Water Service as of Q2 2026.

Based on Salomon & Ludwin's 13F filing for Q2 2026, filed 7 Aug 2026.