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SHP Wealth Management’s Consolidated Water Co CWCO Stock Holding History

SHP Wealth Management’s Portfolio CWCO Stock Details CWCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.83K Hold
85
– – ﹤0.01% 1202
2025
Q4 		$3K Buy
+85
New +$2.96K ﹤0.01% 1066

Other funds holding CWCO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
TCMG
TSP Capital Management Group Summit, New Jersey $418M AUM 68.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

SHP Wealth Management's CWCO Position: Q1 2026 in Review

SHP Wealth Management held its Consolidated Water Co (CWCO) position steady in Q1 2026 at 85 shares worth $2.83K. The position accounts for ﹤0.01% of the portfolio, ranked #1202.

SHP Wealth Management first reported a position in CWCO in Q4 2025 and has held it in 2 quarters since. The position peaked at $3K in Q4 2025. 174 funds tracked by Wall St. Rank hold CWCO as of Q1 2026.

  • SHP Wealth Management held 85 shares of Consolidated Water Co worth $2.83K as of Q1 2026.
  • SHP Wealth Management left its Consolidated Water Co share count unchanged in Q1 2026.
  • Consolidated Water Co made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1202 holding.
  • SHP Wealth Management first reported a position in Consolidated Water Co in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's Consolidated Water Co position peaked at $3K in Q4 2025.
  • 174 funds tracked by Wall St. Rank held Consolidated Water Co as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.