SFP
CWCO icon

SwitchPoint Financial Planning’s Consolidated Water Co CWCO Stock Holding History

SwitchPoint Financial Planning’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 		$210K Hold
7,109
– – 0.12% 69
2026
Q1 		$235K Sell
7,109
-1,000
-12% -$35.9K 0.16% 59
2025
Q4 		$286K Buy
+8,109
New +$283K 0.2% 49

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 $3.37T AUM 44.26% 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

SwitchPoint Financial Planning's CWCO Position: Q2 2026 in Review

SwitchPoint Financial Planning held its Consolidated Water Co (CWCO) position steady in Q2 2026 at 7,109 shares worth $210K. The position accounts for 0.12% of the portfolio, ranked #69.

SwitchPoint Financial Planning first reported a position in CWCO in Q4 2025 and has held it in 3 quarters since. The position peaked at $286K in Q4 2025. 166 funds tracked by Wall St. Rank hold CWCO as of Q2 2026.

  • SwitchPoint Financial Planning held 7,109 shares of Consolidated Water Co worth $210K as of Q2 2026.
  • SwitchPoint Financial Planning left its Consolidated Water Co share count unchanged in Q2 2026.
  • Consolidated Water Co made up 0.12% of SwitchPoint Financial Planning's portfolio in Q2 2026, its #69 holding.
  • SwitchPoint Financial Planning first reported a position in Consolidated Water Co in Q4 2025 and has held it in 3 quarters since.
  • SwitchPoint Financial Planning's Consolidated Water Co position peaked at $286K in Q4 2025.
  • 166 funds tracked by Wall St. Rank held Consolidated Water Co as of Q2 2026.

Based on SwitchPoint Financial Planning's 13F filing for Q2 2026, filed 17 Aug 2026.