Steward Partners Investment Advisory’s California Water Service CWT Stock Holding History

Steward Partners Investment Advisory’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 Q1	$165K	Sell	3,639 -290	-7%	-$13K	﹤0.01%	2112
2025 Q4	$170K	Buy	3,929 +14	+0.4%	+$638	﹤0.01%	1999
2025 Q3	$180K	Buy	3,915 +89	+2%	+$4.1K	﹤0.01%	1922
2025 Q2	$174K	Buy	3,826 +12	+0.3%	+$574	﹤0.01%	1823
2025 Q1	$185K	Buy	3,814 +15	+0.4%	+$681	﹤0.01%	1686
2024 Q4	$172K	Buy	3,799 +10	+0.3%	+$505	﹤0.01%	1698
2024 Q3	$205K	Buy	3,789 +10	+0.3%	+$530	﹤0.01%	1518
2024 Q2	$183K	Sell	3,779 -385	-9%	-$18.7K	﹤0.01%	1483
2024 Q1	$194K	Buy	4,164 +11	+0.3%	+$516	﹤0.01%	1455
2023 Q4	$215K	Buy	4,153 +10	+0.2%	+$503	﹤0.01%	1351
2023 Q3	$196K	Buy	4,143 +9	+0.2%	+$456	﹤0.01%	1292
2023 Q2	$213K	Buy	4,134 +9	+0.2%	+$505	﹤0.01%	1257
2023 Q1	$240K	Buy	4,125 +8	+0.2%	+$475	﹤0.01%	1204
2022 Q4	$250K	Buy	4,117 +8	+0.2%	+$481	﹤0.01%	1153
2022 Q3	$217K	Buy	4,109 +13	+0.3%	+$762	﹤0.01%	1165
2022 Q2	$228K	Buy	4,096 +18	+0.4%	+$970	﹤0.01%	1161
2022 Q1	$242K	Buy	4,078 +14	+0.3%	+$844	﹤0.01%	1220
2021 Q4	$292K	Sell	4,064 -2	-0%	-$129	﹤0.01%	1150
2021 Q3	$240K	Buy	4,066 +12	+0.3%	+$738	﹤0.01%	1201
2021 Q2	$225K	Buy	4,054 +13	+0.3%	+$750	﹤0.01%	1456
2021 Q1	$228K	Buy	4,041 +13	+0.3%	+$720	﹤0.01%	1238
2020 Q4	$218K	Buy	4,028 +14	+0.3%	+$690	﹤0.01%	1037
2020 Q3	$174K	Buy	4,014 +14	+0.4%	+$652	﹤0.01%	992
2020 Q2	$191K	Hold	4,000	–	–	0.01%	896
2020 Q1	$201K	Hold	4,000	–	–	0.01%	791
2019 Q4	$206K	Hold	4,000	–	–	0.01%	873
2019 Q3	$211K	Hold	4,000	–	–	0.01%	828
2019 Q2	$202K	Hold	4,000	–	–	0.01%	813
2019 Q1	$217K	Buy	+4,000	New	+$201K	0.01%	722
2018 Q4	–	Sell	-4,000	Closed	-$172K	–	1048
2018 Q3	$172K	Hold	4,000	–	–	0.01%	763
2018 Q2	$156K	Buy	+4,000	New	+$156K	0.01%	718

Other funds holding CWT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Steward Partners Investment Advisory's CWT Position: Q1 2026 in Review

Steward Partners Investment Advisory reduced its California Water Service (CWT) stake by 7.4% in Q1 2026, selling an estimated $13K and leaving 3,639 shares worth $165K. The position accounts for ﹤0.01% of the portfolio, ranked #2112.

Steward Partners Investment Advisory first reported a position in CWT in Q2 2018 and has held it in 31 quarters since. The position peaked at $292K in Q4 2021. 337 funds tracked by Wall St. Rank hold CWT as of Q1 2026.

Steward Partners Investment Advisory held 3,639 shares of California Water Service worth $165K as of Q1 2026.
Steward Partners Investment Advisory sold 290 California Water Service shares in Q1 2026, an estimated $13K.
California Water Service made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #2112 holding.
Steward Partners Investment Advisory first reported a position in California Water Service in Q2 2018 and has held it in 31 quarters since.
Steward Partners Investment Advisory's California Water Service position peaked at $292K in Q4 2021.
337 funds tracked by Wall St. Rank held California Water Service as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.