Sound Income Strategies’s California Water Service CWT Stock Holding History

Sound Income Strategies’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	$351K	Hold	7,210	–	–	0.02%	341
2026 Q1	$328K	Hold	7,210	–	–	0.02%	310
2025 Q4	$329K	Hold	7,210	–	–	0.02%	310
2025 Q3	$337K	Hold	7,210	–	–	0.02%	225
2025 Q2	$328K	Hold	7,210	–	–	0.02%	220
2025 Q1	$349K	Hold	7,210	–	–	0.02%	212
2024 Q4	$327K	Hold	7,210	–	–	0.02%	195
2024 Q3	$391K	Hold	7,210	–	–	0.03%	178
2024 Q2	$350K	Buy	+7,210	New	+$350K	0.02%	180

Other funds holding CWT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Nuance Investments Kansas City, Missouri $588M AUM 6.93% 1-Year Est. Return

Antipodes Partners Royal Exchange, Australia $5.46B AUM 26.64% 1-Year Est. Return

KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Sound Income Strategies's CWT Position: Q2 2026 in Review

Sound Income Strategies held its California Water Service (CWT) position steady in Q2 2026 at 7,210 shares worth $351K. The position accounts for 0.02% of the portfolio, ranked #341.

Sound Income Strategies first reported a position in CWT in Q2 2024 and has held it in 9 quarters since. The position peaked at $391K in Q3 2024. 227 funds tracked by Wall St. Rank hold CWT as of Q2 2026.

Sound Income Strategies held 7,210 shares of California Water Service worth $351K as of Q2 2026.
Sound Income Strategies left its California Water Service share count unchanged in Q2 2026.
California Water Service made up 0.02% of Sound Income Strategies's portfolio in Q2 2026, its #341 holding.
Sound Income Strategies first reported a position in California Water Service in Q2 2024 and has held it in 9 quarters since.
Sound Income Strategies's California Water Service position peaked at $391K in Q3 2024.
227 funds tracked by Wall St. Rank held California Water Service as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.