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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
Q2 		$2.53K Buy
86
+1
+1% +$31 ﹤0.01% 1333
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 $1.89T AUM 35.08% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.39B AUM 53.77% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
TCMG
TSP Capital Management Group Summit, New Jersey $418M AUM 68.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $2.25B AUM 44.61% 1-Year Est. Return

SHP Wealth Management's CWCO Position: Q2 2026 in Review

SHP Wealth Management increased its Consolidated Water Co (CWCO) stake by 1.2% in Q2 2026, buying an estimated $31 and bringing the position to 86 shares worth $2.53K. The position accounts for ﹤0.01% of the portfolio, ranked #1333.

SHP Wealth Management first reported a position in CWCO in Q4 2025 and has held it in 3 quarters since. The position peaked at $3K in Q4 2025. 166 funds tracked by Wall St. Rank hold CWCO as of Q2 2026.

  • SHP Wealth Management held 86 shares of Consolidated Water Co worth $2.53K as of Q2 2026.
  • SHP Wealth Management bought 1 Consolidated Water Co share in Q2 2026, an estimated $31.
  • Consolidated Water Co made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1333 holding.
  • SHP Wealth Management first reported a position in Consolidated Water Co in Q4 2025 and has held it in 3 quarters since.
  • SHP Wealth Management's Consolidated Water Co position peaked at $3K in Q4 2025.
  • 166 funds tracked by Wall St. Rank held Consolidated Water Co as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.