Salomon & Ludwin
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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
Q3 		$18.3K Hold
396
– – ﹤0.01% 1004
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

Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nuance Investments
Nuance Investments Kansas City, Missouri $544M AUM 7.57% 1-Year Est. Return
Antipodes Partners
Antipodes Partners Royal Exchange, Australia $5.43B AUM 15.86% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Duff & Phelps Investment Management
Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Salomon & Ludwin's CWT Position: Q3 2026 in Review

Salomon & Ludwin held its California Water Service (CWT) position steady in Q3 2026 at 396 shares worth $18.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1004.

Salomon & Ludwin first reported a position in CWT in Q3 2025 and has held it in 5 quarters since. The position peaked at $26.1K in Q1 2026. 162 funds tracked by Wall St. Rank hold CWT as of Q3 2026.

  • Salomon & Ludwin held 396 shares of California Water Service worth $18.3K as of Q3 2026.
  • Salomon & Ludwin left its California Water Service share count unchanged in Q3 2026.
  • California Water Service made up ﹤0.01% of Salomon & Ludwin's portfolio in Q3 2026, its #1004 holding.
  • Salomon & Ludwin first reported a position in California Water Service in Q3 2025 and has held it in 5 quarters since.
  • Salomon & Ludwin's California Water Service position peaked at $26.1K in Q1 2026.
  • 162 funds tracked by Wall St. Rank held California Water Service as of Q3 2026.

Based on Salomon & Ludwin's 13F filing for Q3 2026, filed 29 Oct 2026.