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Summit Securities Group’s California Water Service CWT Stock Holding History

Summit Securities Group’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 		$347K Buy
+7,134
New +$322K 0.03% 209
2023
Q2 		– Sell
-1
Closed – – 920
2023
Q1 		$0 Buy
+1
New +$59 ﹤0.01% 899

Other funds holding CWT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AIP
Atlas Infrastructure Partners London, United Kingdom $3.3B AUM 16.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Summit Securities Group's CWT Position: Q2 2026 in Review

Summit Securities Group opened a new position in California Water Service (CWT) in Q2 2026: 7,134 shares worth $347K. The stake represents 0.03% of the portfolio and ranks #209 among its holdings. This is a return to the name: Summit Securities Group previously reported a position in CWT as recently as Q1 2023.

Summit Securities Group first reported a position in CWT in Q1 2023 and has held it in 2 quarters since. 345 funds tracked by Wall St. Rank hold CWT as of Q2 2026.

  • Summit Securities Group held 7,134 shares of California Water Service worth $347K as of Q2 2026.
  • California Water Service was a new Summit Securities Group position in Q2 2026.
  • California Water Service made up 0.03% of Summit Securities Group's portfolio in Q2 2026, its #209 holding.
  • Summit Securities Group first reported a position in California Water Service in Q1 2023 and has held it in 2 quarters since.
  • 345 funds tracked by Wall St. Rank held California Water Service as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.